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Cornerstone Planning Group’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-91
Closed -$4.54K – 1268
2023
Q2 		$4.54K Buy
+91
New +$4.53K ﹤0.01% 925
2022
Q4 		$4.54K Buy
+91
New +$4.52K ﹤0.01% 942

Other funds holding MEAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return
Morgan Stanley
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

Cornerstone Planning Group's MEAR Position: Q3 2023 in Review

Cornerstone Planning Group sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q3 2023, closing a stake of 91 shares — an estimated $4.54K sold.

Cornerstone Planning Group first reported a position in MEAR in Q4 2022 and held it in 2 quarters. The position peaked at $4.54K in Q4 2022. 114 funds tracked by Wall St. Rank hold MEAR as of Q3 2023.

  • Cornerstone Planning Group reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Cornerstone Planning Group sold 91 BlackRock Short Maturity Municipal Bond ETF shares in Q3 2023, an estimated $4.54K.
  • Cornerstone Planning Group first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2022 and held it in 2 quarters.
  • Cornerstone Planning Group's BlackRock Short Maturity Municipal Bond ETF position peaked at $4.54K in Q4 2022.
  • 114 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q3 2023.

Based on Cornerstone Planning Group's 13F filing for Q3 2023, filed 8 Nov 2023.