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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 $1.66T AUM 25.57% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return

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

1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return