HFA
MEAR icon

Highland Financial Advisors’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Highland Financial Advisors’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 		$2.09M Buy
41,490
+1,272
+3% +$64K 0.46% 25
2026
Q1 		$2.02M Sell
40,218
-947
-2% -$47.8K 0.53% 22
2025
Q4 		$2.07M Buy
41,165
+1,004
+2% +$50.6K 0.57% 20
2025
Q3 		$2.03M Buy
40,161
+549
+1% +$27.7K 0.58% 22
2025
Q2 		$1.99M Buy
39,612
+451
+1% +$22.6K 0.64% 21
2025
Q1 		$1.97M Sell
39,161
-634
-2% -$31.8K 0.7% 19
2024
Q4 		$1.99M Buy
39,795
+29
+0.1% +$1.45K 0.69% 20
2024
Q3 		$2M Buy
39,766
+175
+0.4% +$8.79K 0.71% 20
2024
Q2 		$1.99M Buy
39,591
+5,151
+15% +$258K 0.74% 21
2024
Q1 		$1.73M Sell
34,440
-6,313
-15% -$316K 0.69% 22
2023
Q4 		$2.04M Buy
40,753
+6,364
+19% +$317K 0.89% 20
2023
Q3 		$1.71M Buy
34,389
+22
+0.1% +$1.1K 0.89% 19
2023
Q2 		$1.72M Buy
34,367
+2,532
+8% +$126K 0.88% 19
2023
Q1 		$1.59M Buy
31,835
+3,946
+14% +$197K 0.86% 22
2022
Q4 		$1.39M Buy
+27,889
New +$1.39M 0.82% 22

Other funds holding MEAR

RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $504M AUM 21.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return