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

Windsor 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
2023 Q3	$3.29M	Buy	66,079 +6,963	+12%	+$347K	0.6%	40
2023 Q2	$2.95M	Buy	59,116 +7,150	+14%	+$356K	0.53%	44
2023 Q1	$2.59M	Buy	51,966 +34,709	+201%	+$1.73M	0.5%	46
2022 Q4	$860K	Buy	+17,257	New	+$858K	0.18%	73
2022 Q3	–	Sell	-12,870	Closed	-$640K	–	153
2022 Q2	$640K	Buy	+12,870	New	+$639K	0.16%	81

Other funds holding MEAR

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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 $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

UWPG

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

KCM

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

Windsor Wealth Management's MEAR Position: Q3 2023 in Review

Windsor Wealth Management increased its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 12% in Q3 2023, buying an estimated $347K and bringing the position to 66,079 shares worth $3.29M. The position accounts for 0.6% of the portfolio, ranked #40.

Windsor Wealth Management first reported a position in MEAR in Q2 2022 and has held it in 5 quarters since. 114 funds tracked by Wall St. Rank hold MEAR as of Q3 2023.

Windsor Wealth Management held 66,079 shares of BlackRock Short Maturity Municipal Bond ETF worth $3.29M as of Q3 2023.
Windsor Wealth Management bought 6,963 BlackRock Short Maturity Municipal Bond ETF shares in Q3 2023, an estimated $347K.
BlackRock Short Maturity Municipal Bond ETF made up 0.6% of Windsor Wealth Management's portfolio in Q3 2023, its #40 holding.
Windsor Wealth Management first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q2 2022 and has held it in 5 quarters since.
114 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q3 2023.

Based on Windsor Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.