STA
MEAR icon

Summit Trail Advisors’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Summit Trail 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
Q1 		– Sell
-12,447
Closed -$622K – 451
2024
Q4 		$622K Buy
+12,447
New +$624K 0.02% 186

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
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return

Summit Trail Advisors's MEAR Position: Q1 2025 in Review

Summit Trail Advisors sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q1 2025, closing a stake of 12,447 shares — an estimated $622K sold.

Summit Trail Advisors first reported a position in MEAR in Q4 2024 and held it in 1 quarter. The position peaked at $622K in Q4 2024. 173 funds tracked by Wall St. Rank hold MEAR as of Q1 2025.

  • Summit Trail Advisors reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Summit Trail Advisors sold 12,447 BlackRock Short Maturity Municipal Bond ETF shares in Q1 2025, an estimated $622K.
  • Summit Trail Advisors first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2024 and held it in 1 quarter.
  • Summit Trail Advisors's BlackRock Short Maturity Municipal Bond ETF position peaked at $622K in Q4 2024.
  • 173 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q1 2025.

Based on Summit Trail Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.