Cabot Wealth Management’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Cabot Wealth 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
2022 Q1	–	Sell	-8,766	Closed	-$439K	–	171
2021 Q4	$439K	Buy	8,766 +637	+8%	+$31.9K	0.06%	125
2021 Q3	$408K	Buy	8,129 +560	+7%	+$28.1K	0.05%	124
2021 Q2	$380K	Buy	7,569 +832	+12%	+$41.8K	0.05%	126
2021 Q1	$339K	Buy	6,737 +157	+2%	+$7.88K	0.05%	129
2020 Q4	$331K	Buy	6,580 +656	+11%	+$32.9K	0.05%	125
2020 Q3	$297K	Buy	+5,924	New	+$297K	0.05%	117

Other funds holding MEAR

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cabot Wealth Management's MEAR Position: Q1 2022 in Review

Cabot Wealth Management sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q1 2022, closing a stake of 8,766 shares — an estimated $439K sold.

Cabot Wealth Management first reported a position in MEAR in Q3 2020 and held it in 6 quarters. The position peaked at $439K in Q4 2021. 94 funds tracked by Wall St. Rank hold MEAR as of Q1 2022.

Cabot Wealth Management reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q1 2022 after selling out during the quarter.
Cabot Wealth Management sold 8,766 BlackRock Short Maturity Municipal Bond ETF shares in Q1 2022, an estimated $439K.
Cabot Wealth Management first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q3 2020 and held it in 6 quarters.
Cabot Wealth Management's BlackRock Short Maturity Municipal Bond ETF position peaked at $439K in Q4 2021.
94 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q1 2022.

Based on Cabot Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.