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McAdam LLC’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

McAdam LLC’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 		$514K Sell
10,211
-323
-3% -$16.3K 0.02% 241
2025
Q4 		$530K Buy
+10,534
New +$530K 0.02% 224
2025
Q1 		– Sell
-6,862
Closed -$343K – 372
2024
Q4 		$343K Buy
6,862
+86
+1% +$4.31K 0.02% 254
2024
Q3 		$341K Sell
6,776
-735
-10% -$36.9K 0.02% 236
2024
Q2 		$377K Hold
7,511
– – 0.02% 204
2024
Q1 		$376K Sell
7,511
-3
-0% -$150 0.02% 197
2023
Q4 		$376K Buy
7,514
+2,323
+45% +$116K 0.03% 184
2023
Q3 		$259K Buy
5,191
+119
+2% +$5.93K 0.02% 222
2023
Q2 		$253K Sell
5,072
-53
-1% -$2.64K 0.02% 221
2023
Q1 		$256K Buy
+5,125
New +$255K 0.02% 215

Other funds holding MEAR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.9B AUM 14.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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