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 $459M AUM 27.74% 1-Year Est. Return

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

KCM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Cornerstone Wealth Management's MEAR Position: Q1 2021 in Review

Cornerstone Wealth Management sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q1 2021, closing a stake of 6,423 shares — an estimated $323K sold.

Cornerstone Wealth Management first reported a position in MEAR in Q2 2019 and held it in 4 quarters. The position peaked at $323K in Q4 2020. 91 funds tracked by Wall St. Rank hold MEAR as of Q1 2021.

Cornerstone Wealth Management reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q1 2021 after selling out during the quarter.
Cornerstone Wealth Management sold 6,423 BlackRock Short Maturity Municipal Bond ETF shares in Q1 2021, an estimated $323K.
Cornerstone Wealth Management first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q2 2019 and held it in 4 quarters.
Cornerstone Wealth Management's BlackRock Short Maturity Municipal Bond ETF position peaked at $323K in Q4 2020.
91 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q1 2021.

Based on Cornerstone Wealth Management's 13F filing for Q1 2021, filed 30 Apr 2021.