Integrated Wealth Concepts’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Integrated Wealth Concepts’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	$34.5M	Buy	685,657 +27,706	+4%	+$1.39M	0.17%	120
2026 Q1	$33.1M	Buy	657,951 +5,752	+0.9%	+$290K	0.26%	77
2025 Q4	$32.8M	Sell	652,199 -5,641	-0.9%	-$284K	0.39%	54
2025 Q3	$33.2M	Sell	657,840 -14	-0%	-$705	0.3%	61
2025 Q2	$33.1M	Sell	657,854 -15,933	-2%	-$798K	0.33%	57
2025 Q1	$33.9M	Sell	673,787 -3,479	-0.5%	-$174K	0.39%	48
2024 Q4	$33.8M	Sell	677,266 -17,351	-2%	-$870K	0.39%	47
2024 Q3	$34.9M	Sell	694,617 -8,672	-1%	-$435K	0.43%	47
2024 Q2	$35.3M	Sell	703,289 -467,496	-40%	-$23.4M	0.48%	37
2024 Q1	$58.7M	Sell	1,170,785 -10,747	-0.9%	-$538K	0.85%	16
2023 Q4	$59.1M	Sell	1,181,532 -59,603	-5%	-$2.97M	0.97%	11
2023 Q3	$61.8M	Buy	1,241,135 +1,129,876	+1,016%	+$56.3M	1.09%	10
2023 Q2	$5.55M	Buy	111,259 +38,453	+53%	+$1.92M	0.1%	217
2023 Q1	$3.64M	Sell	72,806 -724,696	-91%	-$36.1M	0.08%	244
2022 Q4	$39.7M	Buy	797,502 +53,722	+7%	+$2.67M	1.08%	17
2022 Q3	$36.9M	Buy	743,780 +34,183	+5%	+$1.7M	1.18%	15
2022 Q2	$35.3M	Buy	709,597 +11,892	+2%	+$591K	1.1%	18
2022 Q1	$34.7M	Buy	697,705 +678,425	+3,519%	+$33.9M	1.06%	18
2021 Q4	$966K	Sell	19,280 -25,542	-57%	-$1.28M	0.03%	430
2021 Q3	$2.25M	Buy	44,822 +36,873	+464%	+$1.85M	0.07%	224
2021 Q2	$399K	Sell	7,949 -1,113	-12%	-$55.9K	0.01%	585
2021 Q1	$455K	Sell	9,062 -146	-2%	-$7.33K	0.02%	492
2020 Q4	$463K	Sell	9,208 -244	-3%	-$12.2K	0.02%	432
2020 Q3	$474K	Buy	9,452 +76	+0.8%	+$3.82K	0.03%	350
2020 Q2	$470K	Buy	+9,376	New	+$468K	0.03%	302
2019 Q1	–	Sell	-5,775	Closed	-$288K	–	337
2018 Q4	$288K	Buy	+5,775	New	+$288K	0.08%	195

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

UWPG

Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return

Integrated Wealth Concepts's MEAR Position: Q2 2026 in Review

Integrated Wealth Concepts increased its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 4.2% in Q2 2026, buying an estimated $1.39M and bringing the position to 685,657 shares worth $34.5M. The position accounts for 0.17% of the portfolio, ranked #120.

Integrated Wealth Concepts first reported a position in MEAR in Q4 2018 and has held it in 26 quarters since. The position peaked at $61.8M in Q3 2023. 220 funds tracked by Wall St. Rank hold MEAR as of Q2 2026.

Integrated Wealth Concepts held 685,657 shares of BlackRock Short Maturity Municipal Bond ETF worth $34.5M as of Q2 2026.
Integrated Wealth Concepts bought 27,706 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2026, an estimated $1.39M.
BlackRock Short Maturity Municipal Bond ETF made up 0.17% of Integrated Wealth Concepts's portfolio in Q2 2026, its #120 holding.
Integrated Wealth Concepts first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2018 and has held it in 26 quarters since.
Integrated Wealth Concepts's BlackRock Short Maturity Municipal Bond ETF position peaked at $61.8M in Q3 2023.
220 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.