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

Opal Wealth 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
2025
Q3 		– Sell
-593
Closed -$29.8K – 399
2025
Q2 		$29.8K Buy
593
+20
+3% +$1K 0.01% 478
2025
Q1 		$28.8K Sell
573
-9,724
-94% -$488K 0.01% 450
2024
Q4 		$514K Buy
10,297
+4,007
+64% +$201K 0.15% 89
2024
Q3 		$316K Sell
6,290
-212
-3% -$10.6K 0.1% 116
2024
Q2 		$326K Buy
6,502
+152
+2% +$7.61K 0.1% 117
2024
Q1 		$318K Sell
6,350
-123
-2% -$6.16K 0.11% 122
2023
Q4 		$324K Buy
+6,473
New +$323K 0.13% 122

Other funds holding MEAR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RWM
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RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return