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

Horizon Wealth Management’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
Q2 		$2.62M Sell
51,951
-5,974
-10% -$300K 0.33% 39
2026
Q1 		$2.92M Sell
57,925
-5,000
-8% -$252K 0.43% 38
2025
Q4 		$3.17M Hold
62,925
– – 0.49% 32
2025
Q3 		$3.18M Buy
62,925
+3,409
+6% +$172K 0.47% 32
2025
Q2 		$2.99M Buy
+59,516
New +$2.98M 0.53% 26

Other funds holding MEAR

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Horizon Wealth Management's MEAR Position: Q2 2026 in Review

Horizon Wealth Management reduced its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 10% in Q2 2026, selling an estimated $300K and leaving 51,951 shares worth $2.62M. The position accounts for 0.33% of the portfolio, ranked #39.

Horizon Wealth Management first reported a position in MEAR in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.18M in Q3 2025. 220 funds tracked by Wall St. Rank hold MEAR as of Q2 2026.

  • Horizon Wealth Management held 51,951 shares of BlackRock Short Maturity Municipal Bond ETF worth $2.62M as of Q2 2026.
  • Horizon Wealth Management sold 5,974 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2026, an estimated $300K.
  • BlackRock Short Maturity Municipal Bond ETF made up 0.33% of Horizon Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Horizon Wealth Management first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Horizon Wealth Management's BlackRock Short Maturity Municipal Bond ETF position peaked at $3.18M in Q3 2025.
  • 220 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2026.

Based on Horizon Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.