CWM
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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 $12.5B AUM 18.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return