Heritage Wealth Management (Texas)’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Heritage Wealth Management (Texas)’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	$292K	Hold	5,808	–	–	0.13%	29
2025 Q4	$292K	Hold	5,808	–	–	0.13%	31
2025 Q3	$293K	Buy	+5,808	New	+$293K	0.13%	31

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 $2.09B AUM 20.07% 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

Heritage Wealth Management (Texas)'s MEAR Position: Q1 2026 in Review

Heritage Wealth Management (Texas) held its BlackRock Short Maturity Municipal Bond ETF (MEAR) position steady in Q1 2026 at 5,808 shares worth $292K. The position accounts for 0.13% of the portfolio, ranked #29.

Heritage Wealth Management (Texas) first reported a position in MEAR in Q3 2025 and has held it in 3 quarters since. The position peaked at $293K in Q3 2025. 217 funds tracked by Wall St. Rank hold MEAR as of Q1 2026.

Heritage Wealth Management (Texas) held 5,808 shares of BlackRock Short Maturity Municipal Bond ETF worth $292K as of Q1 2026.
Heritage Wealth Management (Texas) left its BlackRock Short Maturity Municipal Bond ETF share count unchanged in Q1 2026.
BlackRock Short Maturity Municipal Bond ETF made up 0.13% of Heritage Wealth Management (Texas)'s portfolio in Q1 2026, its #29 holding.
Heritage Wealth Management (Texas) first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q3 2025 and has held it in 3 quarters since.
Heritage Wealth Management (Texas)'s BlackRock Short Maturity Municipal Bond ETF position peaked at $293K in Q3 2025.
217 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q1 2026.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q1 2026, filed 6 May 2026.