Aveo Capital Partners’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Aveo Capital 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
2025 Q2	–	Sell	-20,307	Closed	-$1.02M	–	92
2025 Q1	$1.02M	Sell	20,307 -1,268	-6%	-$63.6K	0.17%	78
2024 Q4	$1.08M	Buy	21,575 +736	+4%	+$36.9K	0.12%	128
2024 Q3	$1.05M	Sell	20,839 -67	-0.3%	-$3.36K	0.11%	132
2024 Q2	$1.05M	Buy	20,906 +502	+2%	+$25.1K	0.12%	124
2024 Q1	$1.02M	Sell	20,404 -1,306	-6%	-$65.4K	0.11%	140
2023 Q4	$1.09M	Buy	21,710 +11,689	+117%	+$583K	0.13%	125
2023 Q3	$499K	Buy	+10,021	New	+$500K	0.07%	199
2020 Q1	–	Sell	-4,000	Closed	-$200K	–	181
2019 Q4	$200K	Buy	+4,000	New	+$201K	0.08%	179

Other funds holding MEAR

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 $2.09B AUM 20.07% 1-Year Est. Return

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 Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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

Aveo Capital Partners's MEAR Position: Q2 2025 in Review

Aveo Capital Partners sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q2 2025, closing a stake of 20,307 shares — an estimated $1.02M sold.

Aveo Capital Partners first reported a position in MEAR in Q4 2019 and held it in 8 quarters. The position peaked at $1.09M in Q4 2023. 185 funds tracked by Wall St. Rank hold MEAR as of Q2 2025.

Aveo Capital Partners reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
Aveo Capital Partners sold 20,307 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2025, an estimated $1.02M.
Aveo Capital Partners first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2019 and held it in 8 quarters.
Aveo Capital Partners's BlackRock Short Maturity Municipal Bond ETF position peaked at $1.09M in Q4 2023.
185 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.