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

WealthSource 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
Q2 		– Sell
-9,667
Closed -$486K – 485
2021
Q1 		$486K Sell
9,667
-15,148
-61% -$761K 0.05% 244
2020
Q4 		$1.25M Buy
+24,815
New +$1.25M 0.15% 97

Other funds holding MEAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SSC
Syverson Strege & Co West Des Moines, Iowa $459M AUM 27.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KCA
Karn Couzens & Associates Farmington, Connecticut $157M AUM 11.36% 1-Year Est. Return

WealthSource Partners's MEAR Position: Q2 2021 in Review

WealthSource Partners sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q2 2021, closing a stake of 9,667 shares — an estimated $486K sold.

WealthSource Partners first reported a position in MEAR in Q4 2020 and held it in 2 quarters. The position peaked at $1.25M in Q4 2020. 86 funds tracked by Wall St. Rank hold MEAR as of Q2 2021.

  • WealthSource Partners reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q2 2021 after selling out during the quarter.
  • WealthSource Partners sold 9,667 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2021, an estimated $486K.
  • WealthSource Partners first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2020 and held it in 2 quarters.
  • WealthSource Partners's BlackRock Short Maturity Municipal Bond ETF position peaked at $1.25M in Q4 2020.
  • 86 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2021.

Based on WealthSource Partners's 13F filing for Q2 2021, filed 18 Nov 2021.