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Worth Financial Advisory Group’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Worth Financial Advisory Group’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
Q2 		– Sell
-4,587
Closed -$230K – 165
2025
Q1 		$230K Buy
+4,587
New +$230K 0.15% 149

Other funds holding MEAR

Morgan Stanley
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
RCA
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
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return

Worth Financial Advisory Group's MEAR Position: Q2 2025 in Review

Worth Financial Advisory Group sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q2 2025, closing a stake of 4,587 shares — an estimated $230K sold.

Worth Financial Advisory Group first reported a position in MEAR in Q1 2025 and held it in 1 quarter. The position peaked at $230K in Q1 2025. 184 funds tracked by Wall St. Rank hold MEAR as of Q2 2025.

  • Worth Financial Advisory Group reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Worth Financial Advisory Group sold 4,587 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2025, an estimated $230K.
  • Worth Financial Advisory Group first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q1 2025 and held it in 1 quarter.
  • Worth Financial Advisory Group's BlackRock Short Maturity Municipal Bond ETF position peaked at $230K in Q1 2025.
  • 184 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2025.

Based on Worth Financial Advisory Group's 13F filing for Q2 2025, filed 17 Jul 2025.