Charter Capital Management’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Charter Capital 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	$267K	Hold	5,297	–	–	0.12%	59
2026 Q1	$267K	Hold	5,297	–	–	0.13%	57
2025 Q4	$267K	Hold	5,297	–	–	0.14%	52
2025 Q3	$268K	Sell	5,297 -400	-7%	-$20.2K	0.14%	54
2025 Q2	$286K	Buy	+5,697	New	+$285K	0.17%	52

Other funds holding MEAR

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

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

SMG

Smart Money Group Eastland, Texas $390M AUM 21.29% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return

5NPW

55 North Private Wealth Winter Park, Florida $508M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Charter Capital Management's MEAR Position: Q2 2026 in Review

Charter Capital Management held its BlackRock Short Maturity Municipal Bond ETF (MEAR) position steady in Q2 2026 at 5,297 shares worth $267K. The position accounts for 0.12% of the portfolio, ranked #59.

Charter Capital Management first reported a position in MEAR in Q2 2025 and has held it in 5 quarters since. The position peaked at $286K in Q2 2025. 101 funds tracked by Wall St. Rank hold MEAR as of Q2 2026.

Charter Capital Management held 5,297 shares of BlackRock Short Maturity Municipal Bond ETF worth $267K as of Q2 2026.
Charter Capital Management left its BlackRock Short Maturity Municipal Bond ETF share count unchanged in Q2 2026.
BlackRock Short Maturity Municipal Bond ETF made up 0.12% of Charter Capital Management's portfolio in Q2 2026, its #59 holding.
Charter Capital Management first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
Charter Capital Management's BlackRock Short Maturity Municipal Bond ETF position peaked at $286K in Q2 2025.
101 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2026.

Based on Charter Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.