Atria Wealth Solutions’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Atria Wealth Solutions’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 Q2	$1.66M	Buy	32,927 +3,911	+13%	+$196K	0.04%	470
2025 Q1	$1.46M	Buy	29,016 +4,302	+17%	+$216K	0.02%	744
2024 Q4	$1.23M	Buy	24,714 +940	+4%	+$47.1K	0.01%	845
2024 Q3	$1.2M	Buy	23,774 +4,725	+25%	+$237K	0.01%	846
2024 Q2	$955K	Sell	19,049 -2,344	-11%	-$117K	0.01%	914
2024 Q1	$1.07M	Sell	21,393 -1,310	-6%	-$65.6K	0.01%	875
2023 Q4	$1.13M	Sell	22,703 -12,371	-35%	-$617K	0.01%	809
2023 Q3	$1.75M	Buy	35,074 +13,731	+64%	+$685K	0.02%	606
2023 Q2	$1.06M	Buy	21,343 +1,110	+5%	+$55.3K	0.01%	811
2023 Q1	$1.01M	Sell	20,233 -8,526	-30%	-$425K	0.02%	792
2022 Q4	$1.43M	Sell	28,759 -563	-2%	-$28K	0.02%	619
2022 Q3	$1.46M	Buy	29,322 +1,072	+4%	+$53.3K	0.03%	596
2022 Q2	$1.41M	Buy	28,250 +9,979	+55%	+$496K	0.03%	562
2022 Q1	$909K	Buy	+18,271	New	+$912K	0.02%	779

Other funds holding MEAR

Morgan Stanley New York $1.89T AUM 35.08% 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 $2.09B AUM 20.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

UWPG

Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return

Atria Wealth Solutions's MEAR Position: Q2 2025 in Review

Atria Wealth Solutions increased its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 13% in Q2 2025, buying an estimated $196K and bringing the position to 32,927 shares worth $1.66M. The position accounts for 0.04% of the portfolio, ranked #470.

Atria Wealth Solutions first reported a position in MEAR in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.75M in Q3 2023. 185 funds tracked by Wall St. Rank hold MEAR as of Q2 2025.

Atria Wealth Solutions held 32,927 shares of BlackRock Short Maturity Municipal Bond ETF worth $1.66M as of Q2 2025.
Atria Wealth Solutions bought 3,911 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2025, an estimated $196K.
BlackRock Short Maturity Municipal Bond ETF made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #470 holding.
Atria Wealth Solutions first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's BlackRock Short Maturity Municipal Bond ETF position peaked at $1.75M in Q3 2023.
185 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.