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Tobias Financial Advisors’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Tobias Financial 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
2024
Q4 		– Sell
-4,036
Closed -$203K – 113
2024
Q3 		$203K Hold
4,036
– – 0.04% 102
2024
Q2 		$202K Sell
4,036
-282
-7% -$14.1K 0.04% 97
2024
Q1 		$216K Sell
4,318
-1,668
-28% -$83.5K 0.05% 94
2023
Q4 		$299K Sell
5,986
-72,331
-92% -$3.61M 0.07% 76
2023
Q3 		$3.9M Sell
78,317
-1,878
-2% -$93.6K 1.02% 26
2023
Q2 		$4M Sell
80,195
-3,610
-4% -$180K 1.08% 28
2023
Q1 		$4.19M Buy
83,805
+10,441
+14% +$520K 1.23% 27
2022
Q4 		$3.65M Buy
73,364
+543
+0.7% +$27K 1.2% 27
2022
Q3 		$3.62M Buy
72,821
+16,845
+30% +$838K 1.28% 24
2022
Q2 		$2.78M Buy
55,976
+8,339
+18% +$414K 0.93% 29
2022
Q1 		$2.37M Buy
+47,637
New +$2.38M 0.82% 27
2021
Q4 		– Sell
-43,254
Closed -$2.17M – 98
2021
Q3 		$2.17M Buy
43,254
+2,817
+7% +$141K 0.81% 24
2021
Q2 		$2.03M Buy
40,437
+7,670
+23% +$385K 0.8% 27
2021
Q1 		$1.65M Buy
32,767
+8,553
+35% +$430K 0.7% 33
2020
Q4 		$1.22M Buy
24,214
+3,760
+18% +$189K 0.56% 35
2020
Q3 		$1.03M Buy
20,454
+2,418
+13% +$121K 0.56% 34
2020
Q2 		$905K Buy
18,036
+8,979
+99% +$448K 0.53% 34
2020
Q1 		$451K Sell
9,057
-8,297
-48% -$415K 0.33% 38
2019
Q4 		$869K Buy
+17,354
New +$870K 0.56% 30

Other funds holding MEAR

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 $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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tobias Financial Advisors's MEAR Position: Q4 2024 in Review

Tobias Financial Advisors sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q4 2024, closing a stake of 4,036 shares — an estimated $203K sold.

Tobias Financial Advisors first reported a position in MEAR in Q4 2019 and held it in 19 quarters. The position peaked at $4.19M in Q1 2023. 160 funds tracked by Wall St. Rank hold MEAR as of Q4 2024.

  • Tobias Financial Advisors reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Tobias Financial Advisors sold 4,036 BlackRock Short Maturity Municipal Bond ETF shares in Q4 2024, an estimated $203K.
  • Tobias Financial Advisors first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2019 and held it in 19 quarters.
  • Tobias Financial Advisors's BlackRock Short Maturity Municipal Bond ETF position peaked at $4.19M in Q1 2023.
  • 160 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q4 2024.

Based on Tobias Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.