Obsidian Personal Planning Solutions’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Obsidian Personal Planning Solutions’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	$3.45M	Buy	68,447 +2,144	+3%	+$108K	1.2%	23
2025 Q2	$3.33M	Buy	66,303 +1,164	+2%	+$58.3K	1.35%	23
2025 Q1	$3.26M	Sell	65,139 -482	-0.7%	-$24.2K	1.46%	23
2024 Q4	$3.29M	Buy	65,621 +2,858	+5%	+$143K	1.59%	21
2024 Q3	$3.15M	Buy	62,763 +6,732	+12%	+$338K	1.65%	21
2024 Q2	$2.81M	Buy	56,031 +465	+0.8%	+$23.3K	1.72%	20
2024 Q1	$2.78M	Buy	55,566 +669	+1%	+$33.5K	1.83%	20
2023 Q4	$2.74M	Buy	54,897 +868	+2%	+$43.3K	2.09%	16
2023 Q3	$2.69M	Buy	+54,029	New	+$2.69M	2.3%	14

Other funds holding MEAR

Morgan Stanley New York $1.66T AUM 25.57% 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 Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Obsidian Personal Planning Solutions's MEAR Position: Q3 2025 in Review

Obsidian Personal Planning Solutions increased its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 3.2% in Q3 2025, buying an estimated $108K and bringing the position to 68,447 shares worth $3.45M. The position accounts for 1.2% of the portfolio, ranked #23.

Obsidian Personal Planning Solutions first reported a position in MEAR in Q3 2023 and has held it in 9 quarters since. 190 funds tracked by Wall St. Rank hold MEAR as of Q3 2025.

Obsidian Personal Planning Solutions held 68,447 shares of BlackRock Short Maturity Municipal Bond ETF worth $3.45M as of Q3 2025.
Obsidian Personal Planning Solutions bought 2,144 BlackRock Short Maturity Municipal Bond ETF shares in Q3 2025, an estimated $108K.
BlackRock Short Maturity Municipal Bond ETF made up 1.2% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #23 holding.
Obsidian Personal Planning Solutions first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q3 2023 and has held it in 9 quarters since.
190 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.