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

Principle Wealth Partners’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	-18,049	Closed	-$907K	–	367
2025 Q1	$907K	Hold	18,049	–	–	0.06%	166
2024 Q4	$902K	Sell	18,049 -6,017	-25%	-$302K	0.06%	165
2024 Q3	$1.21M	Hold	24,066	–	–	0.09%	143
2024 Q2	$1.21M	Hold	24,066	–	–	0.09%	141
2024 Q1	$1.21M	Hold	24,066	–	–	0.09%	142
2023 Q4	$1.2M	Hold	24,066	–	–	0.1%	139
2023 Q3	$1.2M	Buy	+24,066	New	+$1.2M	0.12%	135

Other funds holding MEAR

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 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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

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

Principle Wealth Partners's MEAR Position: Q2 2025 in Review

Principle Wealth Partners sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q2 2025, closing a stake of 18,049 shares — an estimated $907K sold.

Principle Wealth Partners first reported a position in MEAR in Q3 2023 and held it in 7 quarters. The position peaked at $1.21M in Q3 2024. 185 funds tracked by Wall St. Rank hold MEAR as of Q2 2025.

Principle Wealth Partners reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
Principle Wealth Partners sold 18,049 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2025, an estimated $907K.
Principle Wealth Partners first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q3 2023 and held it in 7 quarters.
Principle Wealth Partners's BlackRock Short Maturity Municipal Bond ETF position peaked at $1.21M in Q3 2024.
185 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2025.

Based on Principle Wealth Partners's 13F filing for Q2 2025, filed 30 Jul 2025.