Focus Partners Wealth
MEAR icon

Focus Partners Wealth’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Focus Partners Wealth’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
Q1 		$9.74M Sell
193,420
-8,344
-4% -$421K 0.01% 726
2025
Q4 		$10.2M Buy
201,764
+1,171
+0.6% +$59K 0.01% 691
2025
Q3 		$10.1M Sell
200,593
-6,468
-3% -$326K 0.02% 558
2025
Q2 		$10.4M Sell
207,061
-71,881
-26% -$3.6M 0.02% 488
2025
Q1 		$14M Sell
278,942
-122,674
-31% -$6.15M 0.04% 404
2024
Q4 		$20.1M Buy
401,616
+226,939
+130% +$11.4M 0.05% 324
2024
Q3 		$8.79M Buy
174,677
+264
+0.2% +$13.3K 0.03% 435
2024
Q2 		$8.75M Sell
174,413
-11,579
-6% -$579K 0.03% 405
2024
Q1 		$9.32M Buy
185,992
+4,107
+2% +$206K 0.08% 228
2023
Q4 		$9.09M Buy
+181,885
New +$9.07M 0.12% 166

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RWM
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RCA
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Bank of America
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CAPTRUST Financial Advisors
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LPL Financial
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IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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 $94B AUM 20.14% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return