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

Balance Wealth’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	$198K	Buy	+3,993	New	+$200K	0.05%	162

Other funds holding MEAR

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.12B AUM 13.4% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

DeLarme Wealth Management Palos Verdes Estates, California $178M AUM 10.65% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return

Balance Wealth's MEAR Position: Q3 2026 in Review

Balance Wealth opened a new position in BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q3 2026: 3,993 shares worth $198K. The stake represents 0.05% of the portfolio and ranks #162 among its holdings.

121 funds tracked by Wall St. Rank hold MEAR as of Q3 2026.

Balance Wealth held 3,993 shares of BlackRock Short Maturity Municipal Bond ETF worth $198K as of Q3 2026.
BlackRock Short Maturity Municipal Bond ETF was a new Balance Wealth position in Q3 2026.
BlackRock Short Maturity Municipal Bond ETF made up 0.05% of Balance Wealth's portfolio in Q3 2026, its #162 holding.
121 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.