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Core Wealth Advisors (Florida)’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Core Wealth Advisors (Florida)’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 		$1.84M Buy
36,506
+11,685
+47% +$588K 0.37% 32
2026
Q1 		$1.25M Buy
24,821
+11,013
+80% +$556K 0.3% 33
2025
Q4 		$695K Hold
13,808
– – 0.18% 49
2025
Q3 		$697K Hold
13,808
– – 0.18% 45
2025
Q2 		$694K Hold
13,808
– – 0.2% 41
2025
Q1 		$694K Sell
13,808
-322
-2% -$16.1K 0.22% 40
2024
Q4 		$706K Buy
14,130
+1,992
+16% +$99.9K 0.23% 38
2024
Q3 		$611K Buy
12,138
+1,990
+20% +$99.9K 0.2% 40
2024
Q2 		$509K Buy
10,148
+1,000
+11% +$50K 0.17% 40
2024
Q1 		$458K Hold
9,148
– – 0.16% 40
2023
Q4 		$457K Hold
9,148
– – 0.17% 35
2023
Q3 		$456K Buy
9,148
+806
+10% +$40.2K 0.19% 33
2023
Q2 		$416K Buy
8,342
+2,243
+37% +$112K 0.17% 33
2023
Q1 		$305K Buy
+6,099
New +$304K 0.12% 42
2022
Q1 		– Sell
-5,976
Closed -$299K – 214
2021
Q4 		$299K Sell
5,976
-752
-11% -$37.7K 0.18% 31
2021
Q3 		$338K Buy
6,728
+5,976
+795% +$300K 0.22% 30
2021
Q2 		$38K Buy
+752
New +$37.8K 0.03% 80
2020
Q1 		– Sell
-799
Closed -$40K – 167
2019
Q4 		$40K Buy
+799
New +$40.1K 0.02% 61

Other funds holding MEAR

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Core Wealth Advisors (Florida)'s MEAR Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 47% in Q2 2026, buying an estimated $588K and bringing the position to 36,506 shares worth $1.84M. The position accounts for 0.37% of the portfolio, ranked #32.

Core Wealth Advisors (Florida) first reported a position in MEAR in Q4 2019 and has held it in 18 quarters since. 221 funds tracked by Wall St. Rank hold MEAR as of Q2 2026.

  • Core Wealth Advisors (Florida) held 36,506 shares of BlackRock Short Maturity Municipal Bond ETF worth $1.84M as of Q2 2026.
  • Core Wealth Advisors (Florida) bought 11,685 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2026, an estimated $588K.
  • BlackRock Short Maturity Municipal Bond ETF made up 0.37% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #32 holding.
  • Core Wealth Advisors (Florida) first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2019 and has held it in 18 quarters since.
  • 221 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.