Visionary Wealth Advisors’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Visionary Wealth 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
2025 Q4	–	Sell	-6,958	Closed	-$351K	–	624
2025 Q3	$351K	Hold	6,958	–	–	0.02%	463
2025 Q2	$350K	Hold	6,958	–	–	0.02%	430
2025 Q1	$350K	Buy	6,958 +2,796	+67%	+$140K	0.02%	403
2024 Q4	$208K	Sell	4,162 -1,323	-24%	-$66.3K	0.01%	510
2024 Q3	$276K	Hold	5,485	–	–	0.02%	450
2024 Q2	$275K	Sell	5,485 -64	-1%	-$3.2K	0.02%	425
2024 Q1	$278K	Hold	5,549	–	–	0.02%	412
2023 Q4	$277K	Hold	5,549	–	–	0.02%	405
2023 Q3	$276K	Hold	5,549	–	–	0.02%	378
2023 Q2	$277K	Sell	5,549 -71,642	-93%	-$3.57M	0.02%	375
2023 Q1	$3.86M	Sell	77,191 -1,582	-2%	-$78.8K	0.33%	80
2022 Q4	$3.92M	Buy	78,773 +18,769	+31%	+$933K	0.36%	78
2022 Q3	$2.98M	Buy	60,004 +5,584	+10%	+$278K	0.31%	87
2022 Q2	$2.71M	Buy	+54,420	New	+$2.7M	0.24%	103

Other funds holding MEAR

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IWC

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UWPG

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

Visionary Wealth Advisors's MEAR Position: Q4 2025 in Review

Visionary Wealth Advisors sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q4 2025, closing a stake of 6,958 shares — an estimated $351K sold.

Visionary Wealth Advisors first reported a position in MEAR in Q2 2022 and held it in 14 quarters. The position peaked at $3.92M in Q4 2022. 217 funds tracked by Wall St. Rank hold MEAR as of Q4 2025.

Visionary Wealth Advisors reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
Visionary Wealth Advisors sold 6,958 BlackRock Short Maturity Municipal Bond ETF shares in Q4 2025, an estimated $351K.
Visionary Wealth Advisors first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q2 2022 and held it in 14 quarters.
Visionary Wealth Advisors's BlackRock Short Maturity Municipal Bond ETF position peaked at $3.92M in Q4 2022.
217 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q4 2025.

Based on Visionary Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.