Horizon Family Wealth’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Horizon Family Wealth’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	-4,051	Closed	-$204K	–	78
2025 Q1	$204K	Buy	4,051 +4	+0.1%	+$201	0.14%	72
2024 Q4	$202K	Buy	4,047 +9	+0.2%	+$451	0.13%	81
2024 Q3	$203K	Buy	4,038 +7	+0.2%	+$351	0.15%	78
2024 Q2	$202K	Buy	4,031 +8	+0.2%	+$400	0.15%	76
2024 Q1	$202K	Buy	4,023 +4	+0.1%	+$200	0.16%	76
2023 Q4	$201K	Buy	+4,019	New	+$200K	0.17%	68
2022 Q4	–	Sell	-11,637	Closed	-$578K	–	60
2022 Q3	$578K	Buy	11,637 +18	+0.2%	+$896	0.71%	29
2022 Q2	$578K	Sell	11,619 -18,365	-61%	-$912K	0.67%	31
2022 Q1	$1.49M	Buy	29,984 +1,012	+3%	+$50.5K	1.48%	17
2021 Q4	$1.45M	Buy	+28,972	New	+$1.45M	1.48%	17

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

Horizon Family Wealth's MEAR Position: Q2 2025 in Review

Horizon Family Wealth sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q2 2025, closing a stake of 4,051 shares — an estimated $204K sold.

Horizon Family Wealth first reported a position in MEAR in Q4 2021 and held it in 10 quarters. The position peaked at $1.49M in Q1 2022. 185 funds tracked by Wall St. Rank hold MEAR as of Q2 2025.

Horizon Family Wealth reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
Horizon Family Wealth sold 4,051 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2025, an estimated $204K.
Horizon Family Wealth first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2021 and held it in 10 quarters.
Horizon Family Wealth's BlackRock Short Maturity Municipal Bond ETF position peaked at $1.49M in Q1 2022.
185 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2025.

Based on Horizon Family Wealth's 13F filing for Q2 2025, filed 8 Aug 2025.