Chatterton & Associates
MEAR icon

Chatterton & Associates’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Chatterton & Associates’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
Q3 		$443K Sell
8,920
-1,931
-18% -$96.8K 0.2% 68
2026
Q2 		$545K Hold
10,851
– – 0.32% 55
2026
Q1 		$545K Buy
10,851
+5,366
+98% +$271K 0.38% 53
2025
Q4 		$276K Buy
+5,485
New +$276K 0.24% 65

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Resonant Capital Advisors
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Ullmann Wealth Partners Group
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.12B AUM 13.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Smart Money Group
Smart Money Group Eastland, Texas $380M AUM 11.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Chatterton & Associates's MEAR Position: Q3 2026 in Review

Chatterton & Associates reduced its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 18% in Q3 2026, selling an estimated $96.8K and leaving 8,920 shares worth $443K. The position accounts for 0.2% of the portfolio, ranked #68.

Chatterton & Associates first reported a position in MEAR in Q4 2025 and has held it in 4 quarters since. The position peaked at $545K in Q1 2026. 165 funds tracked by Wall St. Rank hold MEAR as of Q3 2026.

  • Chatterton & Associates held 8,920 shares of BlackRock Short Maturity Municipal Bond ETF worth $443K as of Q3 2026.
  • Chatterton & Associates sold 1,931 BlackRock Short Maturity Municipal Bond ETF shares in Q3 2026, an estimated $96.8K.
  • BlackRock Short Maturity Municipal Bond ETF made up 0.2% of Chatterton & Associates's portfolio in Q3 2026, its #68 holding.
  • Chatterton & Associates first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Chatterton & Associates's BlackRock Short Maturity Municipal Bond ETF position peaked at $545K in Q1 2026.
  • 165 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q3 2026.

Based on Chatterton & Associates's 13F filing for Q3 2026, filed 12 Nov 2026.