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

Keyvantage Wealth’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
-8,154
Closed -$407K – 102
2024
Q4 		$407K Buy
+8,154
New +$409K 0.29% 60

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 $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
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 22.96% 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

Keyvantage Wealth's MEAR Position: Q1 2025 in Review

Keyvantage Wealth sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q1 2025, closing a stake of 8,154 shares — an estimated $407K sold.

Keyvantage Wealth first reported a position in MEAR in Q4 2024 and held it in 1 quarter. The position peaked at $407K in Q4 2024. 173 funds tracked by Wall St. Rank hold MEAR as of Q1 2025.

  • Keyvantage Wealth reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Keyvantage Wealth sold 8,154 BlackRock Short Maturity Municipal Bond ETF shares in Q1 2025, an estimated $407K.
  • Keyvantage Wealth first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2024 and held it in 1 quarter.
  • Keyvantage Wealth's BlackRock Short Maturity Municipal Bond ETF position peaked at $407K in Q4 2024.
  • 173 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q1 2025.

Based on Keyvantage Wealth's 13F filing for Q1 2025, filed 7 May 2025.