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 Q2	–	Sell	-4,747	Closed	-$239K	–	3166
2026 Q1	$239K	Buy	4,747 +250	+6%	+$12.6K	﹤0.01%	2448
2025 Q4	$226K	Buy	+4,497	New	+$226K	﹤0.01%	2359
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 $1.89T 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 $15.3B AUM 25.33% 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

Corient Private Wealth's MEAR Position: Q2 2026 in Review

Corient Private Wealth sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q2 2026, closing a stake of 4,747 shares — an estimated $239K sold.

Corient Private Wealth first reported a position in MEAR in Q4 2023 and held it in 6 quarters. The position peaked at $4.02M in Q3 2024. 220 funds tracked by Wall St. Rank hold MEAR as of Q2 2026.

Corient Private Wealth reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
Corient Private Wealth sold 4,747 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2026, an estimated $239K.
Corient Private Wealth first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2023 and held it in 6 quarters.
Corient Private Wealth's BlackRock Short Maturity Municipal Bond ETF position peaked at $4.02M in Q3 2024.
220 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.