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

Physician Wealth 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
Q2 		– Sell
-487
Closed -$24.5K – 1907
2025
Q1 		$24.5K Buy
487
+3
+0.6% +$150 ﹤0.01% 452
2024
Q4 		$24.2K Buy
+484
New +$24.3K ﹤0.01% 471

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 $15.3B AUM 25.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return

Physician Wealth Advisors's MEAR Position: Q2 2025 in Review

Physician Wealth Advisors sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q2 2025, closing a stake of 487 shares — an estimated $24.5K sold.

Physician Wealth Advisors first reported a position in MEAR in Q4 2024 and held it in 2 quarters. The position peaked at $24.5K in Q1 2025. 185 funds tracked by Wall St. Rank hold MEAR as of Q2 2025.

  • Physician Wealth Advisors reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 487 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2025, an estimated $24.5K.
  • Physician Wealth Advisors first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2024 and held it in 2 quarters.
  • Physician Wealth Advisors's BlackRock Short Maturity Municipal Bond ETF position peaked at $24.5K in Q1 2025.
  • 185 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2025.

Based on Physician Wealth Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.