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

Valeo 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
2026
Q3 		$1.4M Sell
28,177
-669
-2% -$33.5K 0.03% 251
2026
Q2 		$1.45M Sell
28,846
-581
-2% -$29.2K 0.03% 237
2026
Q1 		$1.48M Sell
29,427
-4,353
-13% -$220K 0.04% 206
2025
Q4 		$1.7M Buy
+33,780
New +$1.7M 0.04% 195

Other funds holding MEAR

TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
OCM
Objective Capital Management Pepper Pike, Ohio $112M AUM 15.2% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return

Valeo Financial Advisors's MEAR Position: Q3 2026 in Review

Valeo Financial Advisors reduced its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 2.3% in Q3 2026, selling an estimated $33.5K and leaving 28,177 shares worth $1.4M. The position accounts for 0.03% of the portfolio, ranked #251.

Valeo Financial Advisors first reported a position in MEAR in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.7M in Q4 2025. 15 funds tracked by Wall St. Rank hold MEAR as of Q3 2026.

  • Valeo Financial Advisors held 28,177 shares of BlackRock Short Maturity Municipal Bond ETF worth $1.4M as of Q3 2026.
  • Valeo Financial Advisors sold 669 BlackRock Short Maturity Municipal Bond ETF shares in Q3 2026, an estimated $33.5K.
  • BlackRock Short Maturity Municipal Bond ETF made up 0.03% of Valeo Financial Advisors's portfolio in Q3 2026, its #251 holding.
  • Valeo Financial Advisors first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Valeo Financial Advisors's BlackRock Short Maturity Municipal Bond ETF position peaked at $1.7M in Q4 2025.
  • 15 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.