Client 1st Advisory Group’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Client 1st Advisory 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 Q1	–	Sell	-5,421	Closed	-$273K	–	149
2025 Q4	$273K	Hold	5,421	–	–	0.09%	117
2025 Q3	$274K	Hold	5,421	–	–	0.09%	109
2025 Q2	$273K	Hold	5,421	–	–	0.1%	104
2025 Q1	$272K	Hold	5,421	–	–	0.11%	100
2024 Q4	$271K	Hold	5,421	–	–	0.1%	109
2024 Q3	$273K	Hold	5,421	–	–	0.11%	100
2024 Q2	$272K	Hold	5,421	–	–	0.12%	93
2024 Q1	$272K	Hold	5,421	–	–	0.12%	91
2023 Q4	$271K	Sell	5,421 -300	-5%	-$15K	0.13%	87
2023 Q3	$285K	Hold	5,721	–	–	0.15%	78
2023 Q2	$285K	Hold	5,721	–	–	0.15%	79
2023 Q1	$286K	Sell	5,721 -600	-9%	-$29.9K	0.16%	71
2022 Q4	$314K	Hold	6,321	–	–	0.18%	62
2022 Q3	$314K	Sell	6,321 -500	-7%	-$24.9K	0.2%	60
2022 Q2	$339K	Sell	6,821 -5,817	-46%	-$289K	0.2%	53
2022 Q1	$629K	Hold	12,638	–	–	0.31%	43
2021 Q4	$633K	Hold	12,638	–	–	0.31%	40
2021 Q3	$634K	Hold	12,638	–	–	0.32%	39
2021 Q2	$634K	Sell	12,638 -1,771	-12%	-$88.9K	0.33%	36
2021 Q1	$724K	Buy	14,409 +2,487	+21%	+$125K	0.41%	32
2020 Q4	$598K	Hold	11,922	–	–	0.39%	29
2020 Q3	$598K	Buy	11,922 +5,193	+77%	+$261K	0.42%	28
2020 Q2	$338K	Buy	+6,729	New	+$336K	0.28%	38

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

Client 1st Advisory Group's MEAR Position: Q1 2026 in Review

Client 1st Advisory Group sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q1 2026, closing a stake of 5,421 shares — an estimated $273K sold.

Client 1st Advisory Group first reported a position in MEAR in Q2 2020 and held it in 23 quarters. The position peaked at $724K in Q1 2021. 216 funds tracked by Wall St. Rank hold MEAR as of Q1 2026.

Client 1st Advisory Group reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
Client 1st Advisory Group sold 5,421 BlackRock Short Maturity Municipal Bond ETF shares in Q1 2026, an estimated $273K.
Client 1st Advisory Group first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q2 2020 and held it in 23 quarters.
Client 1st Advisory Group's BlackRock Short Maturity Municipal Bond ETF position peaked at $724K in Q1 2021.
216 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q1 2026.

Based on Client 1st Advisory Group's 13F filing for Q1 2026, filed 15 Apr 2026.