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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
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 		$1.67M 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

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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 $110B AUM 26.29% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Sigma Planning Corp's MEAR Position: Q2 2026 in Review

Sigma Planning Corp reduced its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 31% in Q2 2026, selling an estimated $987K and leaving 43,743 shares worth $2.2M. The position accounts for 0.06% of the portfolio, ranked #336.

Sigma Planning Corp first reported a position in MEAR in Q3 2019 and has held it in 28 quarters since. The position peaked at $3.19M in Q1 2026. 220 funds tracked by Wall St. Rank hold MEAR as of Q2 2026.

  • Sigma Planning Corp held 43,743 shares of BlackRock Short Maturity Municipal Bond ETF worth $2.2M as of Q2 2026.
  • Sigma Planning Corp sold 19,631 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2026, an estimated $987K.
  • BlackRock Short Maturity Municipal Bond ETF made up 0.06% of Sigma Planning Corp's portfolio in Q2 2026, its #336 holding.
  • Sigma Planning Corp first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q3 2019 and has held it in 28 quarters since.
  • Sigma Planning Corp's BlackRock Short Maturity Municipal Bond ETF position peaked at $3.19M in Q1 2026.
  • 220 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.