Betterment LLC’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Betterment LLC’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	$5.14M	Sell	102,031 -11,495	-10%	-$578K	0.01%	174
2026 Q1	$5.71M	Sell	113,526 -20,205	-15%	-$1.02M	0.01%	165
2025 Q4	$6.73M	Sell	133,731 -14,356	-10%	-$723K	0.01%	152
2025 Q3	$7.48M	Sell	148,087 -10,365	-7%	-$522K	0.01%	139
2025 Q2	$7.96M	Buy	158,452 +46,897	+42%	+$2.35M	0.02%	130
2025 Q1	$5.61M	Buy	111,555 +25,912	+30%	+$1.3M	0.01%	139
2024 Q4	$4.28M	Buy	85,643 +39,883	+87%	+$2M	0.01%	146
2024 Q3	$2.3M	Buy	+45,760	New	+$2.3M	0.01%	175

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

Betterment LLC's MEAR Position: Q2 2026 in Review

Betterment LLC reduced its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 10% in Q2 2026, selling an estimated $578K and leaving 102,031 shares worth $5.14M. The position accounts for 0.01% of the portfolio, ranked #174.

Betterment LLC first reported a position in MEAR in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.96M in Q2 2025. 221 funds tracked by Wall St. Rank hold MEAR as of Q2 2026.

Betterment LLC held 102,031 shares of BlackRock Short Maturity Municipal Bond ETF worth $5.14M as of Q2 2026.
Betterment LLC sold 11,495 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2026, an estimated $578K.
BlackRock Short Maturity Municipal Bond ETF made up 0.01% of Betterment LLC's portfolio in Q2 2026, its #174 holding.
Betterment LLC first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q3 2024 and has held it in 8 quarters since.
Betterment LLC's BlackRock Short Maturity Municipal Bond ETF position peaked at $7.96M in Q2 2025.
221 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.