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

CFS Investment 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
Q1 		– Sell
-4,506
Closed -$225K – 315
2024
Q4 		$225K Sell
4,506
-925
-17% -$46.4K 0.02% 280
2024
Q3 		$273K Buy
5,431
+436
+9% +$21.9K 0.02% 260
2024
Q2 		$250K Sell
4,995
-707
-12% -$35.4K 0.02% 238
2024
Q1 		$286K Buy
5,702
+1,545
+37% +$77.3K 0.05% 138
2023
Q4 		$208K Sell
4,157
-714
-15% -$35.6K 0.04% 148
2023
Q3 		$243K Sell
4,871
-353
-7% -$17.6K 0.04% 155
2023
Q2 		$261K Sell
5,224
-2,732
-34% -$136K 0.03% 219
2023
Q1 		$397K Sell
7,956
-5,362
-40% -$267K 0.07% 109
2022
Q4 		$662K Sell
13,318
-1,133
-8% -$56.3K 0.15% 76
2022
Q3 		$717K Buy
14,451
+2,792
+24% +$139K 0.18% 63
2022
Q2 		$580K Buy
+11,659
New +$579K 0.09% 157
2021
Q4 		$846K Sell
16,945
-5,904
-26% -$296K 0.11% 141
2021
Q3 		$1.15M Buy
+22,849
New +$1.15M 0.16% 131
2020
Q4 		$713K Buy
+14,198
New +$713K 0.11% 130

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
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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return

CFS Investment Advisory Services's MEAR Position: Q1 2025 in Review

CFS Investment Advisory Services sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q1 2025, closing a stake of 4,506 shares — an estimated $225K sold.

CFS Investment Advisory Services first reported a position in MEAR in Q4 2020 and held it in 14 quarters. The position peaked at $1.15M in Q3 2021. 173 funds tracked by Wall St. Rank hold MEAR as of Q1 2025.

  • CFS Investment Advisory Services reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • CFS Investment Advisory Services sold 4,506 BlackRock Short Maturity Municipal Bond ETF shares in Q1 2025, an estimated $225K.
  • CFS Investment Advisory Services first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2020 and held it in 14 quarters.
  • CFS Investment Advisory Services's BlackRock Short Maturity Municipal Bond ETF position peaked at $1.15M in Q3 2021.
  • 173 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q1 2025.

Based on CFS Investment Advisory Services's 13F filing for Q1 2025, filed 12 May 2025.