YWM
MEAR icon

Yardley Wealth Management’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Yardley Wealth 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
-46,632
Closed -$2.34M – 41
2024
Q4 		$2.34M Buy
46,632
+23,316
+100% +$1.17M 1.14% 16
2024
Q3 		$1.17M Buy
+23,316
New +$1.17M 0.7% 20

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
KIM
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
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

Yardley Wealth Management's MEAR Position: Q1 2025 in Review

Yardley Wealth Management sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q1 2025, closing a stake of 46,632 shares — an estimated $2.34M sold.

Yardley Wealth Management first reported a position in MEAR in Q3 2024 and held it in 2 quarters. The position peaked at $2.34M in Q4 2024. 172 funds tracked by Wall St. Rank hold MEAR as of Q1 2025.

  • Yardley Wealth Management reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Yardley Wealth Management sold 46,632 BlackRock Short Maturity Municipal Bond ETF shares in Q1 2025, an estimated $2.34M.
  • Yardley Wealth Management first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q3 2024 and held it in 2 quarters.
  • Yardley Wealth Management's BlackRock Short Maturity Municipal Bond ETF position peaked at $2.34M in Q4 2024.
  • 172 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q1 2025.

Based on Yardley Wealth Management's 13F filing for Q1 2025, filed 25 Apr 2025.