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

BlackDiamond 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 Q1	$254K	Sell	5,040 -337	-6%	-$17K	0.12%	164
2025 Q4	$272K	Sell	5,377 -1,094	-17%	-$55.1K	0.13%	156
2025 Q3	$327K	Buy	6,471 +191	+3%	+$9.62K	0.18%	113
2025 Q2	$315K	Sell	6,280 -485	-7%	-$24.3K	0.18%	108
2025 Q1	$338K	Buy	6,765 +10	+0.1%	+$501	0.23%	86
2024 Q4	$337K	Buy	6,755 +5	+0.1%	+$251	0.2%	107
2024 Q3	$338K	Sell	6,750 -1,237	-15%	-$62.1K	0.2%	109
2024 Q2	$401K	Buy	+7,987	New	+$400K	0.26%	87

Other funds holding MEAR

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

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

BlackDiamond Wealth Management's MEAR Position: Q1 2026 in Review

BlackDiamond Wealth Management reduced its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 6.3% in Q1 2026, selling an estimated $17K and leaving 5,040 shares worth $254K. The position accounts for 0.12% of the portfolio, ranked #164.

BlackDiamond Wealth Management first reported a position in MEAR in Q2 2024 and has held it in 8 quarters since. The position peaked at $401K in Q2 2024. 216 funds tracked by Wall St. Rank hold MEAR as of Q1 2026.

BlackDiamond Wealth Management held 5,040 shares of BlackRock Short Maturity Municipal Bond ETF worth $254K as of Q1 2026.
BlackDiamond Wealth Management sold 337 BlackRock Short Maturity Municipal Bond ETF shares in Q1 2026, an estimated $17K.
BlackRock Short Maturity Municipal Bond ETF made up 0.12% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #164 holding.
BlackDiamond Wealth Management first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q2 2024 and has held it in 8 quarters since.
BlackDiamond Wealth Management's BlackRock Short Maturity Municipal Bond ETF position peaked at $401K in Q2 2024.
216 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.