Sigma Planning Corp
MEAR icon

Sigma Planning Corp’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Sigma Planning Corp’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
2026
Q3 		$2.17M Sell
43,669
-74
-0.2% -$3.71K 0.06% 324
2026
Q2 		$2.2M Sell
43,743
-19,631
-31% -$987K 0.06% 336
2026
Q1 		$3.19M Buy
63,374
+1,659
+3% +$83.7K 0.09% 247
2025
Q4 		$3.11M Buy
61,715
+7,066
+13% +$356K 0.09% 244
2025
Q3 		$2.76M Sell
54,649
-1,859
-3% -$93.7K 0.08% 258
2025
Q2 		$2.84M Sell
56,508
-2,277
-4% -$114K 0.09% 236
2025
Q1 		$2.95M Sell
58,785
-3,897
-6% -$195K 0.09% 215
2024
Q4 		$3.13M Buy
62,682
+1,152
+2% +$57.8K 0.1% 202
2024
Q3 		$3.1M Buy
61,530
+4,564
+8% +$229K 0.09% 209
2024
Q2 		$2.86M Buy
56,966
+6,266
+12% +$314K 0.09% 217
2024
Q1 		$2.54M Buy
50,700
+22,315
+79% +$1.12M 0.08% 246
2023
Q4 		$1.42M Sell
28,385
-8,750
-24% -$436K 0.11% 200
2023
Q3 		$1.85M Buy
37,135
+3,055
+9% +$152K 0.07% 288
2023
Q2 		$1.7M Buy
34,080
+20
+0.1% +$996 0.06% 313
2023
Q1 		$1.7M Buy
34,060
+258
+0.8% +$12.9K 0.06% 342
2022
Q4 		$1.68M Buy
33,802
+10
+0% +$497 0.06% 325
2022
Q3 		$1.68M Buy
33,792
+299
+0.9% +$14.9K 0.06% 299
2022
Q2 		$1.66M Buy
33,493
+1,454
+5% +$72.2K 0.06% 313
2022
Q1 		$1.59M Buy
32,039
+24
+0.1% +$1.2K 0.05% 372
2021
Q4 		$1.6M Buy
32,015
+4,853
+18% +$243K 0.04% 380
2021
Q3 		$1.36M Buy
27,162
+869
+3% +$43.6K 0.04% 441
2021
Q2 		$1.32M Buy
26,293
+715
+3% +$35.9K 0.04% 456
2021
Q1 		$1.28M Sell
25,578
-2,405
-9% -$121K 0.04% 426
2020
Q4 		$1.41M Buy
27,983
+3,590
+15% +$180K 0.05% 357
2020
Q3 		$1.22M Buy
24,393
+7
+0% +$351 0.05% 348
2020
Q2 		$1.22M Sell
24,386
-1,917
-7% -$95.7K 0.05% 335
2020
Q1 		$1.31M Buy
26,303
+9,310
+55% +$466K 0.08% 267
2019
Q4 		$851K Buy
16,993
+1,956
+13% +$98.1K 0.04% 446
2019
Q3 		$754K Buy
+15,037
New +$754K 0.04% 449

Other funds holding MEAR

Rockwood Wealth Management
Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Ullmann Wealth Partners Group
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.12B AUM 13.4% 1-Year Est. Return
55 North Private Wealth
55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
DeLarme Wealth Management
DeLarme Wealth Management Palos Verdes Estates, California $178M AUM 10.65% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Norden Group
Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return

Sigma Planning Corp's MEAR Position: Q3 2026 in Review

Sigma Planning Corp reduced its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 0.17% in Q3 2026, selling an estimated $3.71K and leaving 43,669 shares worth $2.17M. The position accounts for 0.06% of the portfolio, ranked #324.

Sigma Planning Corp first reported a position in MEAR in Q3 2019 and has held it in 29 quarters since. The position peaked at $3.19M in Q1 2026. 116 funds tracked by Wall St. Rank hold MEAR as of Q3 2026.

  • Sigma Planning Corp held 43,669 shares of BlackRock Short Maturity Municipal Bond ETF worth $2.17M as of Q3 2026.
  • Sigma Planning Corp sold 74 BlackRock Short Maturity Municipal Bond ETF shares in Q3 2026, an estimated $3.71K.
  • BlackRock Short Maturity Municipal Bond ETF made up 0.06% of Sigma Planning Corp's portfolio in Q3 2026, its #324 holding.
  • Sigma Planning Corp first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q3 2019 and has held it in 29 quarters since.
  • Sigma Planning Corp's BlackRock Short Maturity Municipal Bond ETF position peaked at $3.19M in Q1 2026.
  • 116 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.