Kestra Investment Management’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Kestra Investment 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 Q1	–	Sell	-393,836	Closed	-$19.8M	–	488
2025 Q4	$19.8M	Sell	393,836 -78,459	-17%	-$3.95M	0.48%	42
2025 Q3	$23.9M	Buy	472,295 +39,341	+9%	+$1.98M	0.64%	36
2025 Q2	$21.8M	Sell	432,954 -32,146	-7%	-$1.61M	0.66%	37
2025 Q1	$23.4M	Buy	465,100 +167,995	+57%	+$8.42M	0.73%	35
2024 Q4	$14.8M	Buy	297,105 +54,298	+22%	+$2.72M	0.58%	40
2024 Q3	$12.2M	Buy	242,807 +55,906	+30%	+$2.81M	0.52%	44
2024 Q2	$9.37M	Buy	+186,901	New	+$9.35M	0.64%	40

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

UWPG

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

Kestra Investment Management's MEAR Position: Q1 2026 in Review

Kestra Investment Management sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q1 2026, closing a stake of 393,836 shares — an estimated $19.8M sold.

Kestra Investment Management first reported a position in MEAR in Q2 2024 and held it in 7 quarters. The position peaked at $23.9M in Q3 2025. 217 funds tracked by Wall St. Rank hold MEAR as of Q1 2026.

Kestra Investment Management reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
Kestra Investment Management sold 393,836 BlackRock Short Maturity Municipal Bond ETF shares in Q1 2026, an estimated $19.8M.
Kestra Investment Management first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q2 2024 and held it in 7 quarters.
Kestra Investment Management's BlackRock Short Maturity Municipal Bond ETF position peaked at $23.9M in Q3 2025.
217 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.