Carson Wealth (CWM LLC)
MEAR icon

Carson Wealth (CWM LLC)’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$8.24M Sell
163,616
-6,569
-4% -$331K 0.02% 621
2025
Q4 		$8.56M Buy
170,185
+1,513
+0.9% +$76.2K 0.02% 576
2025
Q3 		$8.52M Buy
168,672
+18,929
+13% +$954K 0.03% 520
2025
Q2 		$7.53M Buy
149,743
+1,836
+1% +$91.9K 0.03% 475
2025
Q1 		$7.43M Buy
147,907
+4,631
+3% +$232K 0.03% 417
2024
Q4 		$7.16M Sell
143,276
-6,947
-5% -$348K 0.03% 392
2024
Q3 		$7.56M Buy
150,223
+2,729
+2% +$137K 0.03% 360
2024
Q2 		$7.4M Buy
147,494
+23,538
+19% +$1.18M 0.03% 346
2024
Q1 		$6.21M Buy
123,956
+28,275
+30% +$1.42M 0.03% 380
2023
Q4 		$4.78M Sell
95,681
-4,541
-5% -$226K 0.03% 403
2023
Q3 		$4.99M Buy
100,222
+1,238
+1% +$61.7K 0.03% 363
2023
Q2 		$4.94M Buy
98,984
+3,009
+3% +$150K 0.03% 342
2023
Q1 		$4.79M Buy
95,975
+1,893
+2% +$94.3K 0.03% 327
2022
Q4 		$4.68M Sell
94,082
-4,691
-5% -$233K 0.03% 314
2022
Q3 		$4.9M Buy
98,773
+33,813
+52% +$1.68M 0.04% 284
2022
Q2 		$3.23M Buy
+64,960
New +$3.23M 0.03% 348
2018
Q4 		– Sell
-15
Closed -$1K – 2191
2018
Q3 		$1K Buy
+15
New +$749 ﹤0.01% 1703

Other funds holding MEAR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MEAR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 3.9% in Q1 2026, selling an estimated $331K and leaving 163,616 shares worth $8.24M. The position accounts for 0.02% of the portfolio, ranked #621.

Carson Wealth (CWM LLC) first reported a position in MEAR in Q3 2018 and has held it in 17 quarters since. The position peaked at $8.56M in Q4 2025. 217 funds tracked by Wall St. Rank hold MEAR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 163,616 shares of BlackRock Short Maturity Municipal Bond ETF worth $8.24M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 6,569 BlackRock Short Maturity Municipal Bond ETF shares in Q1 2026, an estimated $331K.
  • BlackRock Short Maturity Municipal Bond ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #621 holding.
  • Carson Wealth (CWM LLC) first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q3 2018 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s BlackRock Short Maturity Municipal Bond ETF position peaked at $8.56M in Q4 2025.
  • 217 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.