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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
Q1 		$367K Hold
7,300
– – 0.04% 70
2025
Q4 		$367K Buy
+7,300
New +$368K 0.04% 69

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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 $57.3B AUM 18.32% 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 $12.5B AUM 18.49% 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 $94B AUM 20.14% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return

Financial Plan Inc's MEAR Position: Q1 2026 in Review

Financial Plan Inc held its BlackRock Short Maturity Municipal Bond ETF (MEAR) position steady in Q1 2026 at 7,300 shares worth $367K. The position accounts for 0.04% of the portfolio, ranked #70.

Financial Plan Inc first reported a position in MEAR in Q4 2025 and has held it in 2 quarters since. 217 funds tracked by Wall St. Rank hold MEAR as of Q1 2026.

  • Financial Plan Inc held 7,300 shares of BlackRock Short Maturity Municipal Bond ETF worth $367K as of Q1 2026.
  • Financial Plan Inc left its BlackRock Short Maturity Municipal Bond ETF share count unchanged in Q1 2026.
  • BlackRock Short Maturity Municipal Bond ETF made up 0.04% of Financial Plan Inc's portfolio in Q1 2026, its #70 holding.
  • Financial Plan Inc first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 217 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.