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Windsor Capital Management’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Windsor Capital Management’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
2024
Q2 		– Sell
-5,017
Closed -$251K – 116
2024
Q1 		$251K Hold
5,017
– – 0.08% 101
2023
Q4 		$251K Buy
5,017
+1,000
+25% +$49.9K 0.08% 101
2023
Q3 		$200K Sell
4,017
-1,498
-27% -$74.7K 0.07% 110
2023
Q2 		$275K Sell
5,515
-1,670
-23% -$83.2K 0.09% 95
2023
Q1 		$359K Sell
7,185
-304
-4% -$15.1K 0.12% 84
2022
Q4 		$372K Sell
7,489
-37
-0.5% -$1.84K 0.14% 81
2022
Q3 		$373K Sell
7,526
-1,288
-15% -$64.1K 0.14% 84
2022
Q2 		$438K Buy
8,814
+2
+0% +$99 0.16% 83
2022
Q1 		$438K Sell
8,812
-2,530
-22% -$126K 0.14% 85
2021
Q4 		$568K Sell
11,342
-4,002
-26% -$201K 0.17% 81
2021
Q3 		$769K Sell
15,344
-1,217
-7% -$61.1K 0.25% 64
2021
Q2 		$831K Buy
16,561
+2,942
+22% +$148K 0.27% 61
2021
Q1 		$684K Buy
13,619
+391
+3% +$19.6K 0.24% 70
2020
Q4 		$664K Buy
13,228
+700
+6% +$35.1K 0.25% 69
2020
Q3 		$628K Sell
12,528
-286
-2% -$14.4K 0.26% 73
2020
Q2 		$642K Buy
12,814
+368
+3% +$18.4K 0.28% 68
2020
Q1 		$619K Buy
12,446
+214
+2% +$10.7K 0.31% 63
2019
Q4 		$612K Sell
12,232
-751
-6% -$37.7K 0.26% 74
2019
Q3 		$651K Buy
12,983
+6,522
+101% +$327K 0.29% 73
2019
Q2 		$323K Buy
6,461
+434
+7% +$21.7K 0.15% 94
2019
Q1 		$301K Buy
6,027
+616
+11% +$30.8K 0.14% 99
2018
Q4 		$270K Sell
5,411
-2,177
-29% -$109K 0.14% 99
2018
Q3 		$379K Sell
7,588
-254
-3% -$12.7K 0.17% 94
2018
Q2 		$391K Sell
7,842
-972
-11% -$48.4K 0.18% 91
2018
Q1 		$438K Buy
8,814
+2,294
+35% +$114K 0.21% 87
2017
Q4 		$324K Buy
+6,520
New +$326K 0.15% 96

Other funds holding MEAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Windsor Capital Management's MEAR Position: Q2 2024 in Review

Windsor Capital Management sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q2 2024, closing a stake of 5,017 shares — an estimated $251K sold.

Windsor Capital Management first reported a position in MEAR in Q4 2017 and held it in 26 quarters. The position peaked at $831K in Q2 2021. 140 funds tracked by Wall St. Rank hold MEAR as of Q2 2024.

  • Windsor Capital Management reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Windsor Capital Management sold 5,017 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2024, an estimated $251K.
  • Windsor Capital Management first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2017 and held it in 26 quarters.
  • Windsor Capital Management's BlackRock Short Maturity Municipal Bond ETF position peaked at $831K in Q2 2021.
  • 140 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2024.

Based on Windsor Capital Management's 13F filing for Q2 2024, filed 26 Jul 2024.