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Planning Strategies Inc.’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Planning Strategies Inc.’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
Q2 		$110K Buy
+2,182
New +$110K 0.07% 98

Other funds holding MEAR

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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
CA
Cresta Advisors Laredo, Texas $279M AUM 20.45% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Planning Strategies Inc.'s MEAR Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q2 2026: 2,182 shares worth $110K. The stake represents 0.07% of the portfolio and ranks #98 among its holdings.

75 funds tracked by Wall St. Rank hold MEAR as of Q2 2026.

  • Planning Strategies Inc. held 2,182 shares of BlackRock Short Maturity Municipal Bond ETF worth $110K as of Q2 2026.
  • BlackRock Short Maturity Municipal Bond ETF was a new Planning Strategies Inc. position in Q2 2026.
  • BlackRock Short Maturity Municipal Bond ETF made up 0.07% of Planning Strategies Inc.'s portfolio in Q2 2026, its #98 holding.
  • 75 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.