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Forum Financial Management’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Forum Financial 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 		$529K Hold
10,500
– – 0.01% 203
2026
Q1 		$529K Hold
10,500
– – 0.01% 189
2025
Q4 		$528K Hold
10,500
– – 0.01% 445
2025
Q3 		$530K Hold
10,500
– – 0.01% 435
2025
Q2 		$528K Buy
+10,500
New +$526K 0.01% 384

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

Forum Financial Management's MEAR Position: Q2 2026 in Review

Forum Financial Management held its BlackRock Short Maturity Municipal Bond ETF (MEAR) position steady in Q2 2026 at 10,500 shares worth $529K. The position accounts for 0.01% of the portfolio, ranked #203.

Forum Financial Management first reported a position in MEAR in Q2 2025 and has held it in 5 quarters since. The position peaked at $530K in Q3 2025. 221 funds tracked by Wall St. Rank hold MEAR as of Q2 2026.

  • Forum Financial Management held 10,500 shares of BlackRock Short Maturity Municipal Bond ETF worth $529K as of Q2 2026.
  • Forum Financial Management left its BlackRock Short Maturity Municipal Bond ETF share count unchanged in Q2 2026.
  • BlackRock Short Maturity Municipal Bond ETF made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #203 holding.
  • Forum Financial Management first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Forum Financial Management's BlackRock Short Maturity Municipal Bond ETF position peaked at $530K in Q3 2025.
  • 221 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.