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Elmwood Wealth Management’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Elmwood Wealth 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 		$3.4M Sell
67,460
-20,560
-23% -$1.03M 0.85% 46
2026
Q1 		$4.43M Sell
88,020
-1,270
-1% -$64.1K 1.23% 26
2025
Q4 		$4.49M Buy
89,290
+7,865
+10% +$396K 1.42% 20
2025
Q3 		$4.11M Buy
81,425
+4,820
+6% +$243K 1.46% 19
2025
Q2 		$3.85M Buy
76,605
+875
+1% +$43.8K 1.53% 17
2025
Q1 		$3.8M Buy
75,730
+7,405
+11% +$371K 1.56% 16
2024
Q4 		$3.41M Buy
68,325
+8,920
+15% +$447K 1.38% 22
2024
Q3 		$2.99M Buy
59,405
+16,240
+38% +$815K 1.23% 29
2024
Q2 		$2.16M Sell
43,165
-19,670
-31% -$984K 0.96% 40
2024
Q1 		$3.15M Buy
62,835
+2,150
+4% +$108K 1.35% 21
2023
Q4 		$3.03M Sell
60,685
-1,150
-2% -$57.3K 2.13% 12
2023
Q3 		$3.08M Sell
61,835
-1,200
-2% -$59.8K 1.49% 17
2023
Q2 		$3.14M Hold
63,035
– – 1.47% 17
2023
Q1 		$3.15M Buy
63,035
+15,400
+32% +$767K 1.49% 14
2022
Q4 		$2.37M Buy
47,635
+1,700
+4% +$84.5K 1.18% 25
2022
Q3 		$2.28M Buy
45,935
+5,000
+12% +$249K 1.14% 28
2022
Q2 		$2.04M Buy
40,935
+1,200
+3% +$59.6K 1.16% 32
2022
Q1 		$1.98M Buy
39,735
+7,900
+25% +$394K 1.01% 40
2021
Q4 		$1.59M Buy
+31,835
New +$1.6M 0.76% 50
2021
Q2 		$1.47M Sell
29,335
-2,000
-6% -$100K 0.78% 49
2021
Q1 		$1.57M Buy
+31,335
New +$1.57M 0.96% 36
2020
Q3 		$1.57M Hold
31,335
– – 1.27% 21
2020
Q2 		$1.57M Buy
31,335
+6,750
+27% +$337K 1.27% 21
2020
Q1 		$1.22M Sell
24,585
-3,250
-12% -$163K 1.17% 30
2019
Q4 		$1.4M Hold
27,835
– – 1.22% 25
2019
Q3 		$1.4M Buy
27,835
+414
+2% +$20.8K 1.41% 24
2019
Q2 		$1.38M Sell
27,421
-1,814
-6% -$90.8K 1.22% 27
2019
Q1 		$1.46M Buy
29,235
+1,350
+5% +$67.4K 1.35% 23
2018
Q4 		$1.39M Sell
27,885
-1,100
-4% -$54.9K 1.35% 22
2018
Q3 		$1.45M Buy
28,985
+1,600
+6% +$79.9K 1.2% 26
2018
Q2 		$1.37M Buy
27,385
+2,800
+11% +$139K 1.24% 26
2018
Q1 		$1.22M Buy
+24,585
New +$1.22M 1.17% 30

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

Elmwood Wealth Management's MEAR Position: Q2 2026 in Review

Elmwood Wealth Management reduced its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 23% in Q2 2026, selling an estimated $1.03M and leaving 67,460 shares worth $3.4M. The position accounts for 0.85% of the portfolio, ranked #46.

Elmwood Wealth Management first reported a position in MEAR in Q1 2018 and has held it in 32 quarters since. The position peaked at $4.49M in Q4 2025. 220 funds tracked by Wall St. Rank hold MEAR as of Q2 2026.

  • Elmwood Wealth Management held 67,460 shares of BlackRock Short Maturity Municipal Bond ETF worth $3.4M as of Q2 2026.
  • Elmwood Wealth Management sold 20,560 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2026, an estimated $1.03M.
  • BlackRock Short Maturity Municipal Bond ETF made up 0.85% of Elmwood Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Elmwood Wealth Management first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q1 2018 and has held it in 32 quarters since.
  • Elmwood Wealth Management's BlackRock Short Maturity Municipal Bond ETF position peaked at $4.49M in Q4 2025.
  • 220 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.