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

Congress 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
Q2 		– Sell
-6,686
Closed -$335K – 729
2024
Q1 		$335K Buy
+6,686
New +$335K 0.01% 494

Other funds holding MEAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Congress Wealth Management's MEAR Position: Q2 2024 in Review

Congress Wealth Management sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q2 2024, closing a stake of 6,686 shares — an estimated $335K sold.

Congress Wealth Management first reported a position in MEAR in Q1 2024 and held it in 1 quarter. The position peaked at $335K in Q1 2024. 140 funds tracked by Wall St. Rank hold MEAR as of Q2 2024.

  • Congress Wealth Management reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Congress Wealth Management sold 6,686 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2024, an estimated $335K.
  • Congress Wealth Management first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q1 2024 and held it in 1 quarter.
  • Congress Wealth Management's BlackRock Short Maturity Municipal Bond ETF position peaked at $335K in Q1 2024.
  • 140 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2024.

Based on Congress Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.