AF
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Allworth Financial’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Allworth Financial’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
Q1 		$272K Buy
5,406
+258
+5% +$13K ﹤0.01% 1230
2025
Q4 		$259K Sell
5,148
-191
-4% -$9.62K ﹤0.01% 1211
2025
Q3 		$270K Sell
5,339
-6,094
-53% -$307K ﹤0.01% 1146
2025
Q2 		$575K Buy
11,433
+1,189
+12% +$59.5K ﹤0.01% 801
2025
Q1 		$513K Buy
10,244
+2,965
+41% +$149K ﹤0.01% 676
2024
Q4 		$365K Buy
7,279
+3,524
+94% +$177K ﹤0.01% 770
2024
Q3 		$189K Buy
3,755
+71
+2% +$3.56K ﹤0.01% 837
2024
Q2 		$185K Sell
3,684
-90
-2% -$4.5K ﹤0.01% 842
2024
Q1 		$189K Sell
3,774
-156
-4% -$7.81K ﹤0.01% 805
2023
Q4 		$196K Buy
+3,930
New +$196K ﹤0.01% 737

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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
Cetera Investment Advisers
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