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Cornerstone Wealth Management’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Cornerstone 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
2021
Q1 		– Sell
-6,423
Closed -$323K – 474
2020
Q4 		$323K Buy
+6,423
New +$322K 0.04% 320
2020
Q1 		– Sell
-4,558
Closed -$228K – 366
2019
Q4 		$228K Sell
4,558
-379
-8% -$19K 0.04% 313
2019
Q3 		$248K Sell
4,937
-812
-14% -$40.7K 0.04% 295
2019
Q2 		$287K Buy
+5,749
New +$288K 0.05% 286

Other funds holding MEAR

SSC
Syverson Strege & Co West Des Moines, Iowa $416M AUM 21.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return