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Syverson Strege & Co’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Syverson Strege & Co’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
-27,732
Closed -$1.39M – 83
2024
Q4 		$1.39M Buy
27,732
+762
+3% +$38.2K 0.46% 21
2024
Q3 		$1.36M Buy
26,970
+646
+2% +$32.4K 0.45% 21
2024
Q2 		$1.32M Sell
26,324
-2,663
-9% -$133K 0.45% 21
2024
Q1 		$1.45M Sell
28,987
-17,650
-38% -$884K 0.52% 19
2023
Q4 		$2.33M Sell
46,637
-7,399
-14% -$369K 0.9% 15
2023
Q3 		$2.69M Sell
54,036
-15,600
-22% -$778K 1.2% 11
2023
Q2 		$3.47M Sell
69,636
-35
-0.1% -$1.74K 1.49% 8
2023
Q1 		$3.48M Sell
69,671
-2,075
-3% -$103K 1.49% 11
2022
Q4 		$3.57M Sell
71,746
-11,856
-14% -$589K 1.62% 9
2022
Q3 		$4.15M Buy
83,602
+706
+0.9% +$35.1K 2.11% 7
2022
Q2 		$4.12M Sell
82,896
-5,363
-6% -$266K 1.52% 13
2022
Q1 		$4.39M Sell
88,259
-93,651
-51% -$4.67M 4.78% 3
2021
Q4 		$9.12M Buy
181,910
+42,335
+30% +$2.12M 6.76% 4
2021
Q3 		$7M Sell
139,575
-3,427
-2% -$172K 5.58% 4
2021
Q2 		$7.18M Sell
143,002
-202,102
-59% -$10.1M 6.39% 3
2021
Q1 		$17.3M Buy
345,104
+103,980
+43% +$5.22M 18.03% 1
2020
Q4 		$12.1M Buy
+241,124
New +$12.1M 11.56% 2

Other funds holding MEAR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.9B AUM 14.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return

Syverson Strege & Co's MEAR Position: Q1 2025 in Review

Syverson Strege & Co sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q1 2025, closing a stake of 27,732 shares — an estimated $1.39M sold.

Syverson Strege & Co first reported a position in MEAR in Q4 2020 and held it in 17 quarters. The position peaked at $17.3M in Q1 2021. 172 funds tracked by Wall St. Rank hold MEAR as of Q1 2025.

  • Syverson Strege & Co reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Syverson Strege & Co sold 27,732 BlackRock Short Maturity Municipal Bond ETF shares in Q1 2025, an estimated $1.39M.
  • Syverson Strege & Co first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2020 and held it in 17 quarters.
  • Syverson Strege & Co's BlackRock Short Maturity Municipal Bond ETF position peaked at $17.3M in Q1 2021.
  • 172 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q1 2025.

Based on Syverson Strege & Co's 13F filing for Q1 2025, filed 13 May 2025.