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Evergreen Capital Management’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Evergreen Capital Management’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
-4,800
Closed -$241K – 1345
2025
Q2 		$241K Hold
4,800
– – 0.01% 926
2025
Q1 		$241K Sell
4,800
-1,400
-23% -$70.2K 0.01% 883
2024
Q4 		$310K Sell
6,200
-850
-12% -$42.6K 0.01% 720
2024
Q3 		$355K Hold
7,050
– – 0.01% 646
2024
Q2 		$354K Hold
7,050
– – 0.01% 592
2024
Q1 		$353K Sell
7,050
-700
-9% -$35K 0.01% 571
2023
Q4 		$387K Hold
7,750
– – 0.02% 499
2023
Q3 		$386K Hold
7,750
– – 0.02% 461
2023
Q2 		$387K Sell
7,750
-7,350
-49% -$366K 0.02% 464
2023
Q1 		$754K Hold
15,100
– – 0.03% 305
2022
Q4 		$751K Hold
15,100
– – 0.04% 306
2022
Q3 		$750K Hold
15,100
– – 0.04% 286
2022
Q2 		$751K Hold
15,100
– – 0.04% 281
2022
Q1 		$751K Hold
15,100
– – 0.03% 316
2021
Q4 		$757K Hold
15,100
– – 0.03% 319
2021
Q3 		$757K Hold
15,100
– – 0.03% 310
2021
Q2 		$758K Sell
15,100
-1,000
-6% -$50.2K 0.04% 292
2021
Q1 		$809K Hold
16,100
– – 0.04% 267
2020
Q4 		$809K Buy
16,100
+4,600
+40% +$231K 0.05% 239
2020
Q3 		$577K Buy
+11,500
New +$577K 0.04% 246

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

Evergreen Capital Management's MEAR Position: Q3 2025 in Review

Evergreen Capital Management sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q3 2025, closing a stake of 4,800 shares — an estimated $241K sold.

Evergreen Capital Management first reported a position in MEAR in Q3 2020 and held it in 20 quarters. The position peaked at $809K in Q1 2021. 190 funds tracked by Wall St. Rank hold MEAR as of Q3 2025.

  • Evergreen Capital Management reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Evergreen Capital Management sold 4,800 BlackRock Short Maturity Municipal Bond ETF shares in Q3 2025, an estimated $241K.
  • Evergreen Capital Management first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q3 2020 and held it in 20 quarters.
  • Evergreen Capital Management's BlackRock Short Maturity Municipal Bond ETF position peaked at $809K in Q1 2021.
  • 190 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q3 2025.

Based on Evergreen Capital Management's 13F filing for Q3 2025, filed 28 Oct 2025.