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

Capital Advisors 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
2026
Q3 		$1.16M Buy
+23,353
New +$1.17M 0.13% 92

Other funds holding MEAR

TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return

Capital Advisors Wealth Management's MEAR Position: Q3 2026 in Review

Capital Advisors Wealth Management opened a new position in BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q3 2026: 23,353 shares worth $1.16M. The stake represents 0.13% of the portfolio and ranks #92 among its holdings.

13 funds tracked by Wall St. Rank hold MEAR as of Q3 2026.

  • Capital Advisors Wealth Management held 23,353 shares of BlackRock Short Maturity Municipal Bond ETF worth $1.16M as of Q3 2026.
  • BlackRock Short Maturity Municipal Bond ETF was a new Capital Advisors Wealth Management position in Q3 2026.
  • BlackRock Short Maturity Municipal Bond ETF made up 0.13% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #92 holding.
  • 13 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.