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Capital Advisors Ltd’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Capital Advisors Ltd’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
2026
Q2 		$284K Buy
5,643
+38
+0.7% +$1.91K 0.03% 261
2026
Q1 		$282K Buy
5,605
+1,120
+25% +$56.5K 0.03% 256
2025
Q4 		$226K Buy
4,485
+42
+0.9% +$2.12K 0.03% 275
2025
Q3 		$224K Buy
4,443
+1,522
+52% +$76.7K 0.03% 270
2025
Q2 		$147K Buy
2,921
+2,300
+370% +$115K 0.02% 304
2025
Q1 		$31K Hold
621
– – ﹤0.01% 546
2024
Q4 		$31K Hold
621
– – ﹤0.01% 541
2024
Q3 		$31K Hold
621
– – ﹤0.01% 540
2024
Q2 		$31K Hold
621
– – ﹤0.01% 526
2024
Q1 		$31K Buy
621
+500
+413% +$25K ﹤0.01% 514
2023
Q4 		$6K Hold
121
– – ﹤0.01% 799
2023
Q3 		$6K Hold
121
– – ﹤0.01% 774
2023
Q2 		$6K Sell
121
-5,000
-98% -$249K ﹤0.01% 798
2023
Q1 		$256K Hold
5,121
– – 0.04% 201
2022
Q4 		$255K Hold
5,121
– – 0.04% 201
2022
Q3 		$254K Hold
5,121
– – 0.05% 199
2022
Q2 		$255K Buy
5,121
+121
+2% +$6.01K 0.05% 191
2022
Q1 		$249K Hold
5,000
– – 0.04% 205
2021
Q4 		$251K Buy
+5,000
New +$251K 0.04% 205
2017
Q3 		– Sell
-8,000
Closed -$400K – 405
2017
Q2 		$400K Sell
8,000
-2,000
-20% -$100K 0.15% 82
2017
Q1 		$499K Hold
10,000
– – 0.19% 70
2016
Q4 		$498K Buy
+10,000
New +$499K 0.21% 67

Other funds holding MEAR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Capital Advisors Ltd's MEAR Position: Q2 2026 in Review

Capital Advisors Ltd increased its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 0.68% in Q2 2026, buying an estimated $1.91K and bringing the position to 5,643 shares worth $284K. The position accounts for 0.03% of the portfolio, ranked #261.

Capital Advisors Ltd first reported a position in MEAR in Q4 2016 and has held it in 22 quarters since. The position peaked at $499K in Q1 2017. 220 funds tracked by Wall St. Rank hold MEAR as of Q2 2026.

  • Capital Advisors Ltd held 5,643 shares of BlackRock Short Maturity Municipal Bond ETF worth $284K as of Q2 2026.
  • Capital Advisors Ltd bought 38 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2026, an estimated $1.91K.
  • BlackRock Short Maturity Municipal Bond ETF made up 0.03% of Capital Advisors Ltd's portfolio in Q2 2026, its #261 holding.
  • Capital Advisors Ltd first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2016 and has held it in 22 quarters since.
  • Capital Advisors Ltd's BlackRock Short Maturity Municipal Bond ETF position peaked at $499K in Q1 2017.
  • 220 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.