Global Retirement Partners’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Global Retirement Partners’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 Q4	–	Sell	-569	Closed	-$28.7K	–	4350
2025 Q3	$28.7K	Buy	569 +109	+24%	+$5.49K	﹤0.01%	2217
2025 Q2	$23.1K	Buy	+460	New	+$23K	﹤0.01%	2214
2024 Q4	$953K	Buy	19,085 +1,826	+11%	+$91.6K	0.03%	462
2024 Q3	$868K	Buy	17,259 +935	+6%	+$46.9K	0.03%	476
2024 Q2	$819K	Buy	+16,324	New	+$817K	0.03%	473
2019 Q3	–	Sell	-8,658	Closed	-$434K	–	1655
2019 Q2	$434K	Sell	8,658 -94	-1%	-$4.7K	0.08%	201
2019 Q1	$438K	Hold	8,752	–	–	0.11%	172
2018 Q4	$437K	Buy	8,752 +7,952	+994%	+$397K	0.11%	180
2018 Q3	$40K	Hold	800	–	–	0.01%	617
2018 Q2	$40K	Hold	800	–	–	0.01%	595
2018 Q1	$40K	Buy	+800	New	+$39.8K	0.01%	585

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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

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

Global Retirement Partners's MEAR Position: Q4 2025 in Review

Global Retirement Partners sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q4 2025, closing a stake of 569 shares — an estimated $28.7K sold.

Global Retirement Partners first reported a position in MEAR in Q1 2018 and held it in 11 quarters. The position peaked at $953K in Q4 2024. 217 funds tracked by Wall St. Rank hold MEAR as of Q4 2025.

Global Retirement Partners reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
Global Retirement Partners sold 569 BlackRock Short Maturity Municipal Bond ETF shares in Q4 2025, an estimated $28.7K.
Global Retirement Partners first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q1 2018 and held it in 11 quarters.
Global Retirement Partners's BlackRock Short Maturity Municipal Bond ETF position peaked at $953K in Q4 2024.
217 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.