CLA (CliftonLarsonAllen) Wealth Advisors’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
2023 Q1	–	Sell	-18,486	Closed	-$919K	–	200
2022 Q4	$919K	Buy	+18,486	New	+$919K	0.03%	138
2022 Q3	–	Sell	-53,555	Closed	-$2.66M	–	131
2022 Q2	$2.66M	Sell	53,555 -108,664	-67%	-$5.4M	0.11%	75
2022 Q1	$8.07M	Buy	162,219 +62,063	+62%	+$3.1M	0.29%	51
2021 Q4	$5.02M	Buy	100,156 +11,235	+13%	+$563K	0.18%	59
2021 Q3	$4.46M	Buy	+88,921	New	+$4.46M	0.17%	61
2019 Q1	–	Sell	-31,964	Closed	-$1.6M	–	127
2018 Q4	$1.6M	Buy	+31,964	New	+$1.59M	0.16%	80

Other funds holding MEAR

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

CLA (CliftonLarsonAllen) Wealth Advisors's MEAR Position: Q1 2023 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q1 2023, closing a stake of 18,486 shares — an estimated $919K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in MEAR in Q4 2018 and held it in 6 quarters. The position peaked at $8.07M in Q1 2022. 105 funds tracked by Wall St. Rank hold MEAR as of Q1 2023.

CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
CLA (CliftonLarsonAllen) Wealth Advisors sold 18,486 BlackRock Short Maturity Municipal Bond ETF shares in Q1 2023, an estimated $919K.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2018 and held it in 6 quarters.
CLA (CliftonLarsonAllen) Wealth Advisors's BlackRock Short Maturity Municipal Bond ETF position peaked at $8.07M in Q1 2022.
105 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q1 2023.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q1 2023, filed 13 Apr 2023.