Capital Advisors Ltd
MEAR icon

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
Q3 		$332K Buy
6,682
+1,039
+18% +$52.1K 0.03% 233
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 $1.96T AUM 27.49% 1-Year Est. Return
Rockwood Wealth Management
Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Ullmann Wealth Partners Group
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.12B AUM 13.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Capital Advisors Ltd's MEAR Position: Q3 2026 in Review

Capital Advisors Ltd increased its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 18% in Q3 2026, buying an estimated $52.1K and bringing the position to 6,682 shares worth $332K. The position accounts for 0.03% of the portfolio, ranked #233.

Capital Advisors Ltd first reported a position in MEAR in Q4 2016 and has held it in 23 quarters since. The position peaked at $499K in Q1 2017. 197 funds tracked by Wall St. Rank hold MEAR as of Q3 2026.

  • Capital Advisors Ltd held 6,682 shares of BlackRock Short Maturity Municipal Bond ETF worth $332K as of Q3 2026.
  • Capital Advisors Ltd bought 1,039 BlackRock Short Maturity Municipal Bond ETF shares in Q3 2026, an estimated $52.1K.
  • BlackRock Short Maturity Municipal Bond ETF made up 0.03% of Capital Advisors Ltd's portfolio in Q3 2026, its #233 holding.
  • Capital Advisors Ltd first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2016 and has held it in 23 quarters since.
  • Capital Advisors Ltd's BlackRock Short Maturity Municipal Bond ETF position peaked at $499K in Q1 2017.
  • 197 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.