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

Axxcess 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 Q2	$2.77M	Buy	+54,959	New	+$2.76M	0.04%	338
2026 Q1	–	Sell	-48,687	Closed	-$2.45M	–	753
2025 Q4	$2.45M	Buy	48,687 +11,434	+31%	+$576K	0.04%	339
2025 Q3	$1.88M	Buy	37,253 +3,017	+9%	+$152K	0.04%	327
2025 Q2	$1.72M	Buy	34,236 +29,116	+569%	+$1.46M	0.04%	316
2025 Q1	$257K	Buy	+5,120	New	+$257K	0.01%	732

Other funds holding MEAR

Morgan Stanley New York $1.89T AUM 35.08% 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 $2.09B AUM 20.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Axxcess Wealth Management's MEAR Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q2 2026: 54,959 shares worth $2.77M. The stake represents 0.04% of the portfolio and ranks #338 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in MEAR as recently as Q4 2025.

Axxcess Wealth Management first reported a position in MEAR in Q1 2025 and has held it in 5 quarters since. 221 funds tracked by Wall St. Rank hold MEAR as of Q2 2026.

Axxcess Wealth Management held 54,959 shares of BlackRock Short Maturity Municipal Bond ETF worth $2.77M as of Q2 2026.
BlackRock Short Maturity Municipal Bond ETF was a new Axxcess Wealth Management position in Q2 2026.
BlackRock Short Maturity Municipal Bond ETF made up 0.04% of Axxcess Wealth Management's portfolio in Q2 2026, its #338 holding.
Axxcess Wealth Management first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q1 2025 and has held it in 5 quarters since.
221 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.