Evernest Financial Advisors’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Evernest Financial Advisors’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	$1.48M	Buy	29,344 +7,299	+33%	+$368K	0.31%	51
2025 Q4	$1.11M	Buy	22,045 +3,147	+17%	+$158K	0.23%	70
2025 Q3	$955K	Sell	18,898 -291	-2%	-$14.7K	0.27%	75
2025 Q2	$965K	Buy	19,189 +2,433	+15%	+$122K	0.31%	67
2025 Q1	$842K	Buy	16,756 +1,452	+9%	+$72.8K	0.3%	76
2024 Q4	$764K	Buy	15,304 +777	+5%	+$39K	0.2%	80
2024 Q3	$731K	Buy	14,527 +282	+2%	+$14.2K	0.2%	83
2024 Q2	$714K	Sell	14,245 -193	-1%	-$9.66K	0.32%	66
2024 Q1	$722K	Buy	14,438 +2,555	+22%	+$128K	0.34%	65
2023 Q4	$594K	Buy	+11,883	New	+$593K	0.3%	78
2021 Q4	$731K	Buy	+14,604	New	+$732K	0.38%	60

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

Evernest Financial Advisors's MEAR Position: Q1 2026 in Review

Evernest Financial Advisors increased its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 33% in Q1 2026, buying an estimated $368K and bringing the position to 29,344 shares worth $1.48M. The position accounts for 0.31% of the portfolio, ranked #51.

Evernest Financial Advisors first reported a position in MEAR in Q4 2021 and has held it in 11 quarters since. 216 funds tracked by Wall St. Rank hold MEAR as of Q1 2026.

Evernest Financial Advisors held 29,344 shares of BlackRock Short Maturity Municipal Bond ETF worth $1.48M as of Q1 2026.
Evernest Financial Advisors bought 7,299 BlackRock Short Maturity Municipal Bond ETF shares in Q1 2026, an estimated $368K.
BlackRock Short Maturity Municipal Bond ETF made up 0.31% of Evernest Financial Advisors's portfolio in Q1 2026, its #51 holding.
Evernest Financial Advisors first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2021 and has held it in 11 quarters since.
216 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.