Jones Financial Companies

Jones Financial Companies’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Jones Financial Companies’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 Q1	$6.72M	Buy	133,623 +53,815	+67%	+$2.71M	﹤0.01%	967
2025 Q4	$4.02M	Buy	79,808 +16,304	+26%	+$821K	﹤0.01%	703
2025 Q3	$3.21M	Buy	63,504 +19,518	+44%	+$983K	﹤0.01%	708
2025 Q2	$2.21M	Buy	43,986 +25,936	+144%	+$1.3M	﹤0.01%	727
2025 Q1	$906K	Buy	18,050 +6,835	+61%	+$343K	﹤0.01%	899
2024 Q4	$560K	Buy	11,215 +2,290	+26%	+$115K	﹤0.01%	949
2024 Q3	$449K	Buy	8,925 +1,065	+14%	+$53.5K	﹤0.01%	859
2024 Q2	$394K	Buy	7,860 +4,966	+172%	+$249K	﹤0.01%	624
2024 Q1	$145K	Buy	2,894 +16	+0.6%	+$801	﹤0.01%	519
2023 Q4	$144K	Buy	+2,878	New	+$144K	﹤0.01%	366

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

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return