Concurrent Investment Advisors’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Concurrent Investment Advisors’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	$202K	Hold	4,016	–	–	﹤0.01%	1942
2026 Q1	$202K	Hold	4,016	–	–	﹤0.01%	1747
2025 Q4	$202K	Buy	4,016 +30	+0.8%	+$1.51K	﹤0.01%	1634
2025 Q3	$201K	Hold	3,986	–	–	﹤0.01%	1357
2025 Q2	$200K	Hold	3,986	–	–	﹤0.01%	1270
2025 Q1	$200K	Buy	+3,986	New	+$200K	﹤0.01%	1133
2024 Q4	–	Sell	-3,986	Closed	-$201K	–	1182
2024 Q3	$201K	Buy	+3,986	New	+$200K	0.01%	942

Other funds holding MEAR

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Concurrent Investment Advisors's MEAR Position: Q2 2026 in Review

Concurrent Investment Advisors held its BlackRock Short Maturity Municipal Bond ETF (MEAR) position steady in Q2 2026 at 4,016 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #1942.

Concurrent Investment Advisors first reported a position in MEAR in Q3 2024 and has held it in 7 quarters since. 221 funds tracked by Wall St. Rank hold MEAR as of Q2 2026.

Concurrent Investment Advisors held 4,016 shares of BlackRock Short Maturity Municipal Bond ETF worth $202K as of Q2 2026.
Concurrent Investment Advisors left its BlackRock Short Maturity Municipal Bond ETF share count unchanged in Q2 2026.
BlackRock Short Maturity Municipal Bond ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1942 holding.
Concurrent Investment Advisors first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q3 2024 and has held it in 7 quarters since.
221 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.