BFP
MEAR icon

Briaud Financial Planning’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Briaud Financial Planning’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
Q3 		– Sell
-204
Closed -$10K – 218
2025
Q2 		$10K Buy
+204
New +$10.2K ﹤0.01% 239

Other funds holding MEAR

Morgan Stanley
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Briaud Financial Planning's MEAR Position: Q3 2025 in Review

Briaud Financial Planning sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q3 2025, closing a stake of 204 shares — an estimated $10K sold.

Briaud Financial Planning first reported a position in MEAR in Q2 2025 and held it in 1 quarter. The position peaked at $10K in Q2 2025. 190 funds tracked by Wall St. Rank hold MEAR as of Q3 2025.

  • Briaud Financial Planning reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 204 BlackRock Short Maturity Municipal Bond ETF shares in Q3 2025, an estimated $10K.
  • Briaud Financial Planning first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's BlackRock Short Maturity Municipal Bond ETF position peaked at $10K in Q2 2025.
  • 190 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.