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Brookwood Investment Group’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Brookwood Investment Group’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 		$849K Sell
16,857
-1,157
-6% -$58.2K 0.1% 205
2026
Q1 		$907K Buy
18,014
+516
+3% +$26K 0.11% 179
2025
Q4 		$880K Buy
17,498
+4,242
+32% +$214K 0.11% 189
2025
Q3 		$670K Buy
+13,256
New +$668K 0.09% 211

Other funds holding MEAR

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Brookwood Investment Group's MEAR Position: Q2 2026 in Review

Brookwood Investment Group reduced its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 6.4% in Q2 2026, selling an estimated $58.2K and leaving 16,857 shares worth $849K. The position accounts for 0.1% of the portfolio, ranked #205.

Brookwood Investment Group first reported a position in MEAR in Q3 2025 and has held it in 4 quarters since. The position peaked at $907K in Q1 2026. 221 funds tracked by Wall St. Rank hold MEAR as of Q2 2026.

  • Brookwood Investment Group held 16,857 shares of BlackRock Short Maturity Municipal Bond ETF worth $849K as of Q2 2026.
  • Brookwood Investment Group sold 1,157 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2026, an estimated $58.2K.
  • BlackRock Short Maturity Municipal Bond ETF made up 0.1% of Brookwood Investment Group's portfolio in Q2 2026, its #205 holding.
  • Brookwood Investment Group first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Brookwood Investment Group's BlackRock Short Maturity Municipal Bond ETF position peaked at $907K in Q1 2026.
  • 221 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.