FPI
MEAR icon

Financial Plan Inc’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Financial Plan Inc’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
Q2 		$393K Buy
7,797
+497
+7% +$25K 0.04% 71
2026
Q1 		$367K Hold
7,300
– – 0.04% 70
2025
Q4 		$367K Buy
+7,300
New +$368K 0.04% 69

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
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 $15.3B AUM 25.33% 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
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Financial Plan Inc's MEAR Position: Q2 2026 in Review

Financial Plan Inc increased its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 6.8% in Q2 2026, buying an estimated $25K and bringing the position to 7,797 shares worth $393K. The position accounts for 0.04% of the portfolio, ranked #71.

Financial Plan Inc first reported a position in MEAR in Q4 2025 and has held it in 3 quarters since. 220 funds tracked by Wall St. Rank hold MEAR as of Q2 2026.

  • Financial Plan Inc held 7,797 shares of BlackRock Short Maturity Municipal Bond ETF worth $393K as of Q2 2026.
  • Financial Plan Inc bought 497 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2026, an estimated $25K.
  • BlackRock Short Maturity Municipal Bond ETF made up 0.04% of Financial Plan Inc's portfolio in Q2 2026, its #71 holding.
  • Financial Plan Inc first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 220 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2026.

Based on Financial Plan Inc's 13F filing for Q2 2026, filed 14 Aug 2026.