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Woodmont Investment Counsel’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Woodmont Investment Counsel’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
-4,445
Closed -$223K – 315
2024
Q1 		$223K Buy
+4,445
New +$223K 0.02% 245

Other funds holding MEAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $12.5B AUM 18.49% 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 $1.56T AUM 27.86% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 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

Woodmont Investment Counsel's MEAR Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q2 2024, closing a stake of 4,445 shares — an estimated $223K sold.

Woodmont Investment Counsel first reported a position in MEAR in Q1 2024 and held it in 1 quarter. The position peaked at $223K in Q1 2024. 140 funds tracked by Wall St. Rank hold MEAR as of Q2 2024.

  • Woodmont Investment Counsel reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Woodmont Investment Counsel sold 4,445 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2024, an estimated $223K.
  • Woodmont Investment Counsel first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q1 2024 and held it in 1 quarter.
  • Woodmont Investment Counsel's BlackRock Short Maturity Municipal Bond ETF position peaked at $223K in Q1 2024.
  • 140 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.