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	Sell	472,295 -425,759	-47%	-$21.5M	0.64%	36
2025 Q2	$45.1M	Buy	898,054 +432,954	+93%	+$21.7M	0.7%	35
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 $1.66T 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