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	–	777
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 $1.89T 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 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

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Van Hulzen Asset Management's MEAR Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q1 2025, closing a stake of 2,000 shares — an estimated $99.9K sold.

Van Hulzen Asset Management first reported a position in MEAR in Q4 2021 and held it in 10 quarters. The position peaked at $386K in Q1 2022. 173 funds tracked by Wall St. Rank hold MEAR as of Q1 2025.

Van Hulzen Asset Management reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 2,000 BlackRock Short Maturity Municipal Bond ETF shares in Q1 2025, an estimated $99.9K.
Van Hulzen Asset Management first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2021 and held it in 10 quarters.
Van Hulzen Asset Management's BlackRock Short Maturity Municipal Bond ETF position peaked at $386K in Q1 2022.
173 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.