AAS
MEAR icon

Avantax Advisory Services’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Avantax Advisory Services’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 		$737K Sell
14,671
-447
-3% -$22.4K ﹤0.01% 1345
2025
Q1 		$760K Buy
15,118
+4,091
+37% +$205K ﹤0.01% 1239
2024
Q4 		$551K Sell
11,027
-816
-7% -$40.9K ﹤0.01% 1377
2024
Q3 		$596K Buy
11,843
+2,676
+29% +$134K ﹤0.01% 1300
2024
Q2 		$460K Buy
9,167
+270
+3% +$13.5K ﹤0.01% 1417
2024
Q1 		$446K Buy
8,897
+1,596
+22% +$79.9K ﹤0.01% 1102
2023
Q4 		$365K Buy
7,301
+1,430
+24% +$71.3K ﹤0.01% 1136
2023
Q3 		$292K Sell
5,871
-7,416
-56% -$370K ﹤0.01% 1210
2023
Q2 		$663K Buy
13,287
+1,862
+16% +$92.7K 0.01% 839
2023
Q1 		$571K Buy
11,425
+3,435
+43% +$171K 0.01% 858
2022
Q4 		$397K Sell
7,990
-1,767
-18% -$87.8K 0.01% 970
2022
Q3 		$484K Buy
9,757
+1,772
+22% +$88.2K 0.01% 789
2022
Q2 		$397K Buy
7,985
+1
+0% +$50 0.01% 881
2022
Q1 		$397K Buy
7,984
+711
+10% +$35.5K 0.01% 878
2021
Q4 		$364K Buy
7,273
+1,295
+22% +$64.9K 0.01% 888
2021
Q3 		$300K Buy
+5,978
New +$300K 0.01% 928
2020
Q4 		– Sell
-4,856
Closed -$244K – 1181
2020
Q3 		$244K Buy
4,856
+295
+6% +$14.8K ﹤0.01% 1123
2020
Q2 		$229K Buy
+4,561
New +$228K 0.01% 734

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
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return

Avantax Advisory Services's MEAR Position: Q2 2025 in Review

Avantax Advisory Services reduced its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 3% in Q2 2025, selling an estimated $22.4K and leaving 14,671 shares worth $737K. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

Avantax Advisory Services first reported a position in MEAR in Q2 2020 and has held it in 18 quarters since. The position peaked at $760K in Q1 2025. 184 funds tracked by Wall St. Rank hold MEAR as of Q2 2025.

  • Avantax Advisory Services held 14,671 shares of BlackRock Short Maturity Municipal Bond ETF worth $737K as of Q2 2025.
  • Avantax Advisory Services sold 447 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2025, an estimated $22.4K.
  • BlackRock Short Maturity Municipal Bond ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1345 holding.
  • Avantax Advisory Services first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q2 2020 and has held it in 18 quarters since.
  • Avantax Advisory Services's BlackRock Short Maturity Municipal Bond ETF position peaked at $760K in Q1 2025.
  • 184 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.