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Wealthcare Advisory Partners’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Wealthcare Advisory Partners’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
Q4 		– Sell
-8,451
Closed -$425K – 918
2024
Q3 		$425K Buy
8,451
+316
+4% +$15.9K 0.01% 608
2024
Q2 		$408K Buy
8,135
+69
+0.9% +$3.45K 0.01% 579
2024
Q1 		$404K Buy
8,066
+140
+2% +$7.01K 0.01% 584
2023
Q4 		$396K Buy
7,926
+86
+1% +$4.29K 0.02% 530
2023
Q3 		$391K Buy
7,840
+358
+5% +$17.9K 0.02% 494
2023
Q2 		$373K Buy
7,482
+55
+0.7% +$2.74K 0.02% 515
2023
Q1 		$371K Buy
7,427
+39
+0.5% +$1.94K 0.02% 528
2022
Q4 		$367K Buy
7,388
+38
+0.5% +$1.89K 0.02% 488
2022
Q3 		$365K Buy
+7,350
New +$366K 0.02% 440
2021
Q2 		– Sell
-2,298
Closed -$115K – 1316
2021
Q1 		$115K Buy
+2,298
New +$115K 0.01% 630
2020
Q4 		– Sell
-4,845
Closed -$243K – 448
2020
Q3 		$243K Buy
+4,845
New +$243K 0.03% 301

Other funds holding MEAR

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthcare Advisory Partners's MEAR Position: Q4 2024 in Review

Wealthcare Advisory Partners sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q4 2024, closing a stake of 8,451 shares — an estimated $425K sold.

Wealthcare Advisory Partners first reported a position in MEAR in Q3 2020 and held it in 11 quarters. The position peaked at $425K in Q3 2024. 160 funds tracked by Wall St. Rank hold MEAR as of Q4 2024.

  • Wealthcare Advisory Partners reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 8,451 BlackRock Short Maturity Municipal Bond ETF shares in Q4 2024, an estimated $425K.
  • Wealthcare Advisory Partners first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q3 2020 and held it in 11 quarters.
  • Wealthcare Advisory Partners's BlackRock Short Maturity Municipal Bond ETF position peaked at $425K in Q3 2024.
  • 160 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q4 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2024, filed 15 Jan 2025.