Client First Capital’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Client First Capital’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	$348K	Sell	7,010 -2,157	-24%	-$108K	0.14%	30
2026 Q2	$462K	Hold	9,167	–	–	0.18%	22
2026 Q1	$461K	Sell	9,167 -8,681	-49%	-$438K	0.2%	21
2025 Q4	$898K	Buy	17,848 +9,044	+103%	+$455K	0.38%	18
2025 Q3	$445K	Sell	8,804 -6,509	-43%	-$328K	0.2%	19
2025 Q2	$770K	Buy	15,313 +1,470	+11%	+$73.6K	0.36%	16
2025 Q1	$695K	Buy	+13,843	New	+$694K	0.36%	16

Other funds holding MEAR

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.12B AUM 13.4% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

DeLarme Wealth Management Palos Verdes Estates, California $178M AUM 10.65% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return

Cresta Advisors Laredo, Texas $229M AUM 12.84% 1-Year Est. Return

Client First Capital's MEAR Position: Q3 2026 in Review

Client First Capital reduced its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 24% in Q3 2026, selling an estimated $108K and leaving 7,010 shares worth $348K. The position accounts for 0.14% of the portfolio, ranked #30.

Client First Capital first reported a position in MEAR in Q1 2025 and has held it in 7 quarters since. The position peaked at $898K in Q4 2025. 92 funds tracked by Wall St. Rank hold MEAR as of Q3 2026.

Client First Capital held 7,010 shares of BlackRock Short Maturity Municipal Bond ETF worth $348K as of Q3 2026.
Client First Capital sold 2,157 BlackRock Short Maturity Municipal Bond ETF shares in Q3 2026, an estimated $108K.
BlackRock Short Maturity Municipal Bond ETF made up 0.14% of Client First Capital's portfolio in Q3 2026, its #30 holding.
Client First Capital first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q1 2025 and has held it in 7 quarters since.
Client First Capital's BlackRock Short Maturity Municipal Bond ETF position peaked at $898K in Q4 2025.
92 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q3 2026.

Based on Client First Capital's 13F filing for Q3 2026, filed 22 Oct 2026.