Avidian Wealth Enterprises’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Avidian Wealth Enterprises’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
2026 Q3	$267K	Buy	5,384 +1,200	+29%	+$60.1K	0.01%	640
2026 Q2	$211K	Hold	4,184	–	–	0.01%	691
2026 Q1	$211K	Hold	4,184	–	–	0.01%	634
2025 Q4	$211K	Hold	4,184	–	–	0.01%	549
2025 Q3	$211K	Hold	4,184	–	–	0.01%	544
2025 Q2	$210K	Buy	+4,184	New	+$209K	0.01%	522

Other funds holding MEAR

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

OCM

Objective Capital Management Pepper Pike, Ohio $112M AUM 15.2% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Avidian Wealth Enterprises's MEAR Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 29% in Q3 2026, buying an estimated $60.1K and bringing the position to 5,384 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #640.

Avidian Wealth Enterprises first reported a position in MEAR in Q2 2025 and has held it in 6 quarters since. 20 funds tracked by Wall St. Rank hold MEAR as of Q3 2026.

Avidian Wealth Enterprises held 5,384 shares of BlackRock Short Maturity Municipal Bond ETF worth $267K as of Q3 2026.
Avidian Wealth Enterprises bought 1,200 BlackRock Short Maturity Municipal Bond ETF shares in Q3 2026, an estimated $60.1K.
BlackRock Short Maturity Municipal Bond ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #640 holding.
Avidian Wealth Enterprises first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q2 2025 and has held it in 6 quarters since.
20 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.