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BSW Wealth Partners’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

BSW Wealth 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
2026
Q1 		– Sell
-13,737
Closed -$691K – 330
2025
Q4 		$691K Buy
+13,737
New +$692K 0.08% 140

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RWM
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RCA
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Bank of America
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CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return

BSW Wealth Partners's MEAR Position: Q1 2026 in Review

BSW Wealth Partners sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q1 2026, closing a stake of 13,737 shares — an estimated $691K sold.

BSW Wealth Partners first reported a position in MEAR in Q4 2025 and held it in 1 quarter. The position peaked at $691K in Q4 2025. 217 funds tracked by Wall St. Rank hold MEAR as of Q1 2026.

  • BSW Wealth Partners reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • BSW Wealth Partners sold 13,737 BlackRock Short Maturity Municipal Bond ETF shares in Q1 2026, an estimated $691K.
  • BSW Wealth Partners first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2025 and held it in 1 quarter.
  • BSW Wealth Partners's BlackRock Short Maturity Municipal Bond ETF position peaked at $691K in Q4 2025.
  • 217 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q1 2026.

Based on BSW Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.