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Perennial Investment Advisors’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Perennial Investment Advisors’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
Q4 		– Sell
-4,283
Closed -$216K – 525
2025
Q3 		$216K Sell
4,283
-8,735
-67% -$440K 0.02% 453
2025
Q2 		$654K Buy
13,018
+7,771
+148% +$389K 0.06% 226
2025
Q1 		$264K Buy
+5,247
New +$263K 0.03% 344

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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 $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $963M AUM 17.06% 1-Year Est. Return

Perennial Investment Advisors's MEAR Position: Q4 2025 in Review

Perennial Investment Advisors sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q4 2025, closing a stake of 4,283 shares — an estimated $216K sold.

Perennial Investment Advisors first reported a position in MEAR in Q1 2025 and held it in 3 quarters. The position peaked at $654K in Q2 2025. 218 funds tracked by Wall St. Rank hold MEAR as of Q4 2025.

  • Perennial Investment Advisors reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Perennial Investment Advisors sold 4,283 BlackRock Short Maturity Municipal Bond ETF shares in Q4 2025, an estimated $216K.
  • Perennial Investment Advisors first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q1 2025 and held it in 3 quarters.
  • Perennial Investment Advisors's BlackRock Short Maturity Municipal Bond ETF position peaked at $654K in Q2 2025.
  • 218 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q4 2025.

Based on Perennial Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.