Icon Wealth Partners’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Icon Wealth Partners’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	$194K	Sell	3,891 -9	-0.2%	-$449	0.02%	291
2023 Q2	$195K	Buy	3,900 +1,580	+68%	+$78.7K	0.02%	319
2023 Q1	$116K	Buy	+2,320	New	+$116K	0.01%	384
2021 Q1	–	Sell	-8,617	Closed	-$433K	–	336
2020 Q4	$433K	Buy	+8,617	New	+$433K	0.07%	189
2020 Q1	–	Sell	-27,319	Closed	-$1.37M	–	175
2019 Q4	$1.37M	Sell	27,319 -4,977	-15%	-$250K	0.43%	35
2019 Q3	$1.62M	Sell	32,296 -5,675	-15%	-$285K	0.55%	31
2019 Q2	$1.9M	Buy	37,971 +18,245	+92%	+$913K	0.67%	28
2019 Q1	$987K	Buy	+19,726	New	+$986K	0.37%	43
2018 Q1	–	Sell	-294	Closed	-$15K	–	546
2017 Q4	$15K	Buy	+294	New	+$14.7K	0.01%	657

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

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return

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

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return