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 Q2	$268K	Buy	5,333 +293	+6%	+$14.7K	0.11%	185
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 $1.89T 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 $15.3B AUM 25.33% 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

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

BlackDiamond Wealth Management increased its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 5.8% in Q2 2026, buying an estimated $14.7K and bringing the position to 5,333 shares worth $268K. The position accounts for 0.11% of the portfolio, ranked #185.

BlackDiamond Wealth Management first reported a position in MEAR in Q2 2024 and has held it in 9 quarters since. The position peaked at $401K in Q2 2024. 220 funds tracked by Wall St. Rank hold MEAR as of Q2 2026.

BlackDiamond Wealth Management held 5,333 shares of BlackRock Short Maturity Municipal Bond ETF worth $268K as of Q2 2026.
BlackDiamond Wealth Management bought 293 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2026, an estimated $14.7K.
BlackRock Short Maturity Municipal Bond ETF made up 0.11% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #185 holding.
BlackDiamond Wealth Management first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
BlackDiamond Wealth Management's BlackRock Short Maturity Municipal Bond ETF position peaked at $401K in Q2 2024.
220 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.