Van Hulzen Asset Management’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Van Hulzen Asset Management’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	-2,000	Closed	-$99.9K	–	778
2024 Q4	$99.9K	Buy	+2,000	New	+$100K	0.01%	399
2024 Q3	–	Sell	-5,000	Closed	-$251K	–	330
2024 Q2	$251K	Hold	5,000	–	–	0.02%	272
2024 Q1	$251K	Hold	5,000	–	–	0.02%	284
2023 Q4	$250K	Sell	5,000 -1,200	-19%	-$59.8K	0.02%	283
2023 Q3	$309K	Hold	6,200	–	–	0.02%	247
2023 Q2	$309K	Hold	6,200	–	–	0.03%	237
2023 Q1	$310K	Buy	+6,200	New	+$309K	0.03%	227
2022 Q3	–	Sell	-6,668	Closed	-$332K	–	297
2022 Q2	$332K	Sell	6,668 -1,095	-14%	-$54.4K	0.04%	211
2022 Q1	$386K	Buy	7,763 +176	+2%	+$8.78K	0.04%	202
2021 Q4	$380K	Buy	+7,587	New	+$380K	0.04%	206

Other funds holding MEAR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

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

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return