Global Financial Private Client’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Global Financial Private Client’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
2025 Q2	–	Sell	-2,200	Closed	-$111K	–	1039
2025 Q1	$111K	Hold	2,200	–	–	0.04%	256
2024 Q4	$110K	Hold	2,200	–	–	0.04%	255
2024 Q3	$111K	Hold	2,200	–	–	0.04%	250
2024 Q2	$110K	Hold	2,200	–	–	0.05%	224
2024 Q1	$110K	Hold	2,200	–	–	0.05%	222
2023 Q4	$110K	Hold	2,200	–	–	0.05%	217
2023 Q3	$109K	Buy	+2,200	New	+$110K	0.06%	209

Other funds holding MEAR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return