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 $1.66T 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