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Lakeridge Wealth Management’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Lakeridge Wealth 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
Q2 		$1.6M Hold
31,775
– – 0.59% 35
2026
Q1 		$1.6M Buy
+31,775
New +$1.6M 0.69% 33

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

Lakeridge Wealth Management's MEAR Position: Q2 2026 in Review

Lakeridge Wealth Management held its BlackRock Short Maturity Municipal Bond ETF (MEAR) position steady in Q2 2026 at 31,775 shares worth $1.6M. The position accounts for 0.59% of the portfolio, ranked #35.

Lakeridge Wealth Management first reported a position in MEAR in Q1 2026 and has held it in 2 quarters since. 221 funds tracked by Wall St. Rank hold MEAR as of Q2 2026.

  • Lakeridge Wealth Management held 31,775 shares of BlackRock Short Maturity Municipal Bond ETF worth $1.6M as of Q2 2026.
  • Lakeridge Wealth Management left its BlackRock Short Maturity Municipal Bond ETF share count unchanged in Q2 2026.
  • BlackRock Short Maturity Municipal Bond ETF made up 0.59% of Lakeridge Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Lakeridge Wealth Management first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 221 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.