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Donaldson Capital Management’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Donaldson Capital Management’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 		$4.51M Buy
89,475
+9,483
+12% +$477K 0.13% 82
2026
Q1 		$4.03M Buy
79,992
+6,216
+8% +$314K 0.13% 80
2025
Q4 		$3.71M Sell
73,776
-68
-0.1% -$3.42K 0.12% 82
2025
Q3 		$3.73M Sell
73,844
-21,240
-22% -$1.07M 0.12% 86
2025
Q2 		$4.78M Buy
95,084
+21,829
+30% +$1.09M 0.18% 66
2025
Q1 		$3.68M Buy
73,255
+10,753
+17% +$539K 0.14% 76
2024
Q4 		$3.12M Buy
62,502
+22,512
+56% +$1.13M 0.12% 84
2024
Q3 		$2.01M Buy
39,990
+14,500
+57% +$728K 0.08% 102
2024
Q2 		$1.28M Buy
25,490
+14,979
+143% +$750K 0.05% 119
2024
Q1 		$527K Sell
10,511
-1,993
-16% -$99.8K 0.02% 152
2023
Q4 		$625K Buy
12,504
+1,533
+14% +$76.4K 0.03% 150
2023
Q3 		$546K Sell
10,971
-140
-1% -$6.98K 0.03% 156
2023
Q2 		$554K Sell
11,111
-1,303
-10% -$64.9K 0.03% 151
2023
Q1 		$620K Sell
12,414
-1,410
-10% -$70.2K 0.03% 144
2022
Q4 		$687K Sell
13,824
-2,924
-17% -$145K 0.03% 136
2022
Q3 		$831K Sell
16,748
-3,750
-18% -$187K 0.05% 123
2022
Q2 		$1.02M Sell
20,498
-539
-3% -$26.8K 0.05% 110
2022
Q1 		$1.05M Buy
21,037
+1,599
+8% +$79.8K 0.05% 122
2021
Q4 		$974K Buy
19,438
+1,036
+6% +$51.9K 0.04% 126
2021
Q3 		$923K Hold
18,402
– – 0.05% 118
2021
Q2 		$924K Sell
18,402
-178
-1% -$8.94K 0.05% 115
2021
Q1 		$934K Sell
18,580
-9,457
-34% -$475K 0.05% 110
2020
Q4 		$1.41M Sell
28,037
-1,600
-5% -$80.3K 0.08% 85
2020
Q3 		$1.49M Sell
29,637
-4,295
-13% -$216K 0.1% 78
2020
Q2 		$1.7M Sell
33,932
-2,553
-7% -$127K 0.12% 74
2020
Q1 		$1.82M Buy
36,485
+231
+0.6% +$11.6K 0.16% 67
2019
Q4 		$1.82M Buy
36,254
+9,629
+36% +$483K 0.12% 77
2019
Q3 		$1.33M Buy
+26,625
New +$1.34M 0.1% 87

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

Donaldson Capital Management's MEAR Position: Q2 2026 in Review

Donaldson Capital Management increased its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 12% in Q2 2026, buying an estimated $477K and bringing the position to 89,475 shares worth $4.51M. The position accounts for 0.13% of the portfolio, ranked #82.

Donaldson Capital Management first reported a position in MEAR in Q3 2019 and has held it in 28 quarters since. The position peaked at $4.78M in Q2 2025. 220 funds tracked by Wall St. Rank hold MEAR as of Q2 2026.

  • Donaldson Capital Management held 89,475 shares of BlackRock Short Maturity Municipal Bond ETF worth $4.51M as of Q2 2026.
  • Donaldson Capital Management bought 9,483 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2026, an estimated $477K.
  • BlackRock Short Maturity Municipal Bond ETF made up 0.13% of Donaldson Capital Management's portfolio in Q2 2026, its #82 holding.
  • Donaldson Capital Management first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q3 2019 and has held it in 28 quarters since.
  • Donaldson Capital Management's BlackRock Short Maturity Municipal Bond ETF position peaked at $4.78M in Q2 2025.
  • 220 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2026.

Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.