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Orion Portfolio Solutions’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Orion Portfolio 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
Q1 		$1.43M Sell
28,382
-5,355
-16% -$269K 0.01% 891
2024
Q4 		$1.69M Sell
33,737
-7,858
-19% -$394K 0.02% 780
2024
Q3 		$2.09M Sell
41,595
-4,216
-9% -$212K 0.02% 669
2024
Q2 		$2.3M Buy
45,811
+798
+2% +$39.9K 0.02% 589
2024
Q1 		$2.26M Sell
45,013
-2,863
-6% -$143K 0.02% 610
2023
Q4 		$2.4M Sell
47,876
-335
-0.7% -$16.7K 0.03% 547
2023
Q3 		$2.4M Sell
48,211
-38,275
-44% -$1.91M 0.03% 536
2023
Q2 		$4.31M Buy
86,486
+34,685
+67% +$1.73M 0.05% 362
2023
Q1 		$2.59M Buy
51,801
+42,482
+456% +$2.12M 0.03% 490
2022
Q4 		$463K Buy
9,319
+87
+0.9% +$4.33K 0.02% 518
2022
Q3 		$458K Sell
9,232
-868
-9% -$43.2K 0.02% 446
2022
Q2 		$502K Sell
10,100
-4,728
-32% -$235K 0.02% 396
2022
Q1 		$738K Buy
14,828
+10,280
+226% +$513K 0.03% 324
2021
Q4 		$228K Hold
4,548
– – 0.01% 652
2021
Q3 		$228K Sell
4,548
-59
-1% -$2.96K 0.01% 597
2021
Q2 		$231K Sell
4,607
-1,169
-20% -$58.7K 0.01% 554
2021
Q1 		$290K Sell
5,776
-709
-11% -$35.6K 0.01% 447
2020
Q4 		$326K Buy
6,485
+255
+4% +$12.8K 0.02% 371
2020
Q3 		$313K Buy
6,230
+3,636
+140% +$183K 0.02% 339
2020
Q2 		$130K Buy
2,594
+913
+54% +$45.6K 0.01% 490
2020
Q1 		$84K Buy
+1,681
New +$84.1K 0.01% 477

Other funds holding MEAR

Morgan Stanley
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 $1.9B AUM 14.38% 1-Year Est. Return
Bank of America
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return

Orion Portfolio Solutions's MEAR Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 16% in Q1 2025, selling an estimated $269K and leaving 28,382 shares worth $1.43M. The position accounts for 0.01% of the portfolio, ranked #891.

Orion Portfolio Solutions first reported a position in MEAR in Q1 2020 and has held it in 21 quarters since. The position peaked at $4.31M in Q2 2023. 172 funds tracked by Wall St. Rank hold MEAR as of Q1 2025.

  • Orion Portfolio Solutions held 28,382 shares of BlackRock Short Maturity Municipal Bond ETF worth $1.43M as of Q1 2025.
  • Orion Portfolio Solutions sold 5,355 BlackRock Short Maturity Municipal Bond ETF shares in Q1 2025, an estimated $269K.
  • BlackRock Short Maturity Municipal Bond ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #891 holding.
  • Orion Portfolio Solutions first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q1 2020 and has held it in 21 quarters since.
  • Orion Portfolio Solutions's BlackRock Short Maturity Municipal Bond ETF position peaked at $4.31M in Q2 2023.
  • 172 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.