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Jacobson & Schmitt Advisors’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Jacobson & Schmitt Advisors’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 		$3.47M Sell
68,784
-2,097
-3% -$105K 0.57% 41
2026
Q1 		$3.57M Buy
70,881
+5,492
+8% +$277K 0.65% 39
2025
Q4 		$3.29M Buy
65,389
+1,461
+2% +$73.6K 0.55% 38
2025
Q3 		$3.23M Sell
63,928
-3,065
-5% -$154K 0.55% 39
2025
Q2 		$3.37M Buy
66,993
+406
+0.6% +$20.3K 0.6% 39
2025
Q1 		$3.35M Buy
66,587
+2,703
+4% +$136K 0.68% 40
2024
Q4 		$3.19M Buy
63,884
+15,258
+31% +$765K 0.62% 39
2024
Q3 		$2.45M Buy
48,626
+760
+2% +$38.2K 0.5% 39
2024
Q2 		$2.4M Buy
47,866
+14,271
+42% +$714K 0.55% 36
2024
Q1 		$1.68M Buy
33,595
+1,450
+5% +$72.6K 0.4% 39
2023
Q4 		$1.61M Sell
32,145
-624
-2% -$31.1K 0.41% 39
2023
Q3 		$1.63M Buy
32,769
+3,575
+12% +$178K 0.46% 36
2023
Q2 		$1.46M Buy
29,194
+19,061
+188% +$949K 0.41% 38
2023
Q1 		$506K Buy
+10,133
New +$505K 0.15% 45
2021
Q1 		– Sell
-6,463
Closed -$325K – 45
2020
Q4 		$325K Sell
6,463
-3,221
-33% -$162K 0.11% 37
2020
Q3 		$486K Buy
+9,684
New +$486K 0.19% 35

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 $20.5B AUM 24.45% 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

Jacobson & Schmitt Advisors's MEAR Position: Q2 2026 in Review

Jacobson & Schmitt Advisors reduced its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 3% in Q2 2026, selling an estimated $105K and leaving 68,784 shares worth $3.47M. The position accounts for 0.57% of the portfolio, ranked #41.

Jacobson & Schmitt Advisors first reported a position in MEAR in Q3 2020 and has held it in 16 quarters since. The position peaked at $3.57M in Q1 2026. 220 funds tracked by Wall St. Rank hold MEAR as of Q2 2026.

  • Jacobson & Schmitt Advisors held 68,784 shares of BlackRock Short Maturity Municipal Bond ETF worth $3.47M as of Q2 2026.
  • Jacobson & Schmitt Advisors sold 2,097 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2026, an estimated $105K.
  • BlackRock Short Maturity Municipal Bond ETF made up 0.57% of Jacobson & Schmitt Advisors's portfolio in Q2 2026, its #41 holding.
  • Jacobson & Schmitt Advisors first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q3 2020 and has held it in 16 quarters since.
  • Jacobson & Schmitt Advisors's BlackRock Short Maturity Municipal Bond ETF position peaked at $3.57M in Q1 2026.
  • 220 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2026.

Based on Jacobson & Schmitt Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.