WealthShield Partners’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

WealthShield Partners’s Portfolio MEAR Stock Details MEAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-4,487	Closed	-$225K	–	527
2021 Q2	$225K	Sell	4,487 -398	-8%	-$20K	0.04%	244
2021 Q1	$245K	Sell	4,885 -4,127	-46%	-$207K	0.04%	233
2020 Q4	$452K	Buy	+9,012	New	+$452K	0.08%	184
2020 Q1	–	Sell	-1,495	Closed	-$75K	–	294
2019 Q4	$75K	Buy	1,495 +357	+31%	+$17.9K	0.04%	200
2019 Q3	$57K	Buy	1,138 +165	+17%	+$8.28K	0.03%	197
2019 Q2	$49K	Sell	973 -1,758	-64%	-$88K	0.03%	179
2019 Q1	$137K	Buy	+2,731	New	+$136K	0.08%	160

Other funds holding MEAR

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Syverson Strege & Co West Des Moines, Iowa $416M AUM 21.16% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return