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

Able 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
2024
Q1 		– Sell
-92
Closed -$4.6K – 376
2023
Q4 		$4.6K Buy
+92
New +$4.59K ﹤0.01% 352

Other funds holding MEAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 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 $2.09B AUM 20.07% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Able Wealth Management's MEAR Position: Q1 2024 in Review

Able Wealth Management sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q1 2024, closing a stake of 92 shares — an estimated $4.6K sold.

Able Wealth Management first reported a position in MEAR in Q4 2023 and held it in 1 quarter. The position peaked at $4.6K in Q4 2023. 133 funds tracked by Wall St. Rank hold MEAR as of Q1 2024.

  • Able Wealth Management reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 92 BlackRock Short Maturity Municipal Bond ETF shares in Q1 2024, an estimated $4.6K.
  • Able Wealth Management first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's BlackRock Short Maturity Municipal Bond ETF position peaked at $4.6K in Q4 2023.
  • 133 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.