4J Wealth Management
MEAR icon

4J Wealth Management’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

4J 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
2026
Q3 		$825K Sell
16,629
-240
-1% -$12K 0.38% 47
2026
Q2 		$850K Sell
16,869
-305
-2% -$15.3K 0.42% 40
2026
Q1 		$865K Hold
17,174
– – 0.49% 35
2025
Q4 		$864K Sell
17,174
-565
-3% -$28.5K 0.49% 35
2025
Q3 		$896K Sell
17,739
-76
-0.4% -$3.83K 0.53% 34
2025
Q2 		$896K Hold
17,815
– – 0.6% 32
2025
Q1 		$895K Buy
17,815
+25
+0.1% +$1.25K 0.71% 32
2024
Q4 		$889K Sell
17,790
-1,898
-10% -$95.2K 0.72% 29
2024
Q3 		$991K Sell
19,688
-125
-0.6% -$6.28K 0.77% 28
2024
Q2 		$994K Buy
19,813
+67
+0.3% +$3.35K 0.82% 24
2024
Q1 		$990K Sell
19,746
-5,159
-21% -$258K 0.85% 24
2023
Q4 		$1.25M Buy
24,905
+726
+3% +$36.2K 1.14% 25
2023
Q3 		$1.2M Buy
24,179
+203
+0.8% +$10.1K 1.2% 25
2023
Q2 		$1.2M Sell
23,976
-290
-1% -$14.4K 1.16% 25
2023
Q1 		$1.21M Sell
24,266
-13
-0.1% -$648 1.3% 22
2022
Q4 		$1.21M Buy
24,279
+57
+0.2% +$2.83K 1.4% 22
2022
Q3 		$1.2M Buy
24,222
+364
+2% +$18.1K 1.54% 18
2022
Q2 		$1.19M Sell
23,858
-22
-0.1% -$1.09K 1.49% 19
2022
Q1 		$1.19M Sell
23,880
-487
-2% -$24.3K 1.04% 23
2021
Q4 		$1.22M Buy
24,367
+91
+0.4% +$4.56K 1.03% 25
2021
Q3 		$1.22M Sell
24,276
-277
-1% -$13.9K 1.06% 25
2021
Q2 		$1.23M Buy
24,553
+412
+2% +$20.7K 1.08% 27
2021
Q1 		$1.21M Buy
24,141
+296
+1% +$14.9K 1.13% 28
2020
Q4 		$1.2M Buy
+23,845
New +$1.2M 1.15% 25

Other funds holding MEAR

Rockwood Wealth Management
Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Ullmann Wealth Partners Group
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.12B AUM 13.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
55 North Private Wealth
55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
DeLarme Wealth Management
DeLarme Wealth Management Palos Verdes Estates, California $178M AUM 10.65% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

4J Wealth Management's MEAR Position: Q3 2026 in Review

4J Wealth Management reduced its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 1.4% in Q3 2026, selling an estimated $12K and leaving 16,629 shares worth $825K. The position accounts for 0.38% of the portfolio, ranked #47.

4J Wealth Management first reported a position in MEAR in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.25M in Q4 2023. 131 funds tracked by Wall St. Rank hold MEAR as of Q3 2026.

  • 4J Wealth Management held 16,629 shares of BlackRock Short Maturity Municipal Bond ETF worth $825K as of Q3 2026.
  • 4J Wealth Management sold 240 BlackRock Short Maturity Municipal Bond ETF shares in Q3 2026, an estimated $12K.
  • BlackRock Short Maturity Municipal Bond ETF made up 0.38% of 4J Wealth Management's portfolio in Q3 2026, its #47 holding.
  • 4J Wealth Management first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2020 and has held it in 24 quarters since.
  • 4J Wealth Management's BlackRock Short Maturity Municipal Bond ETF position peaked at $1.25M in Q4 2023.
  • 131 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q3 2026.

Based on 4J Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.