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	–	1038
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 $1.89T 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

UWPG

Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return

Global Financial Private Client's MEAR Position: Q2 2025 in Review

Global Financial Private Client sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q2 2025, closing a stake of 2,200 shares — an estimated $111K sold.

Global Financial Private Client first reported a position in MEAR in Q3 2023 and held it in 7 quarters. The position peaked at $111K in Q3 2024. 185 funds tracked by Wall St. Rank hold MEAR as of Q2 2025.

Global Financial Private Client reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 2,200 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2025, an estimated $111K.
Global Financial Private Client first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q3 2023 and held it in 7 quarters.
Global Financial Private Client's BlackRock Short Maturity Municipal Bond ETF position peaked at $111K in Q3 2024.
185 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.