Corient Private Wealth’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Corient Private Wealth’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	$239K	Sell	4,747 -4,247	-47%	-$214K	﹤0.01%	2448
2025 Q4	$453K	Buy	+8,994	New	+$453K	﹤0.01%	2377
2024 Q4	–	Sell	-79,968	Closed	-$4.02M	–	2456
2024 Q3	$4.02M	Buy	79,968 +3,182	+4%	+$160K	0.01%	820
2024 Q2	$3.85M	Sell	76,786 -2,631	-3%	-$132K	0.01%	783
2024 Q1	$3.98M	Buy	79,417 +879	+1%	+$44K	0.01%	774
2023 Q4	$3.93M	Buy	+78,538	New	+$3.92M	0.01%	770

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

Corient Private Wealth's MEAR Position: Q1 2026 in Review

Corient Private Wealth reduced its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 47% in Q1 2026, selling an estimated $214K and leaving 4,747 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #2448.

Corient Private Wealth first reported a position in MEAR in Q4 2023 and has held it in 6 quarters since. The position peaked at $4.02M in Q3 2024. 216 funds tracked by Wall St. Rank hold MEAR as of Q1 2026.

Corient Private Wealth held 4,747 shares of BlackRock Short Maturity Municipal Bond ETF worth $239K as of Q1 2026.
Corient Private Wealth sold 4,247 BlackRock Short Maturity Municipal Bond ETF shares in Q1 2026, an estimated $214K.
BlackRock Short Maturity Municipal Bond ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2448 holding.
Corient Private Wealth first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2023 and has held it in 6 quarters since.
Corient Private Wealth's BlackRock Short Maturity Municipal Bond ETF position peaked at $4.02M in Q3 2024.
216 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.