Heritage Wealth Management (Arizona)’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$8.05K	Buy	162 +81	+100%	+$4.03K	﹤0.01%	804
2022 Q3	$4K	Hold	81	–	–	﹤0.01%	791
2022 Q2	$4.03K	Hold	81	–	–	﹤0.01%	798
2022 Q1	$4K	Buy	+81	New	+$4.04K	﹤0.01%	829
2021 Q3	$4K	Hold	81	–	–	﹤0.01%	759
2021 Q2	$4K	Hold	81	–	–	﹤0.01%	781
2021 Q1	$4K	Buy	+81	New	+$4.07K	﹤0.01%	665

Other funds holding MEAR

Bank of America

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

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

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

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors

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