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

Lantz Financial’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
Q3 		– Sell
-5,068
Closed -$255K – 269
2026
Q2 		$255K Hold
5,068
– – 0.05% 231
2026
Q1 		$255K Sell
5,068
-374
-7% -$18.9K 0.05% 219
2025
Q4 		$274K Hold
5,442
– – 0.06% 218
2025
Q3 		$275K Hold
5,442
– – 0.06% 208
2025
Q2 		$274K Hold
5,442
– – 0.07% 192
2025
Q1 		$273K Sell
5,442
-748
-12% -$37.5K 0.07% 182
2024
Q4 		$309K Buy
6,190
+245
+4% +$12.3K 0.08% 175
2024
Q3 		$299K Sell
5,945
-316
-5% -$15.9K 0.08% 183
2024
Q2 		$314K Sell
6,261
-145
-2% -$7.26K 0.1% 162
2024
Q1 		$321K Sell
6,406
-1,399
-18% -$70K 0.1% 156
2023
Q4 		$390K Sell
7,805
-1,480
-16% -$73.8K 0.14% 136
2023
Q3 		$462K Sell
9,285
-297
-3% -$14.8K 0.18% 113
2023
Q2 		$478K Sell
9,582
-429
-4% -$21.4K 0.19% 112
2023
Q1 		$500K Sell
10,011
-905
-8% -$45.1K 0.21% 108
2022
Q4 		$543K Buy
10,916
+2,407
+28% +$120K 0.25% 98
2022
Q3 		$422K Buy
8,509
+389
+5% +$19.4K 0.22% 105
2022
Q2 		$404K Buy
+8,120
New +$403K 0.18% 108

Other funds holding MEAR

Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
55 North Private Wealth
55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return
Norden Group
Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return
Cresta Advisors
Cresta Advisors Laredo, Texas $229M AUM 12.84% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Elmwood Wealth Management
Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Lantz Financial's MEAR Position: Q3 2026 in Review

Lantz Financial sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q3 2026, closing a stake of 5,068 shares — an estimated $255K sold.

Lantz Financial first reported a position in MEAR in Q2 2022 and held it in 17 quarters. The position peaked at $543K in Q4 2022. 51 funds tracked by Wall St. Rank hold MEAR as of Q3 2026.

  • Lantz Financial reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Lantz Financial sold 5,068 BlackRock Short Maturity Municipal Bond ETF shares in Q3 2026, an estimated $255K.
  • Lantz Financial first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q2 2022 and held it in 17 quarters.
  • Lantz Financial's BlackRock Short Maturity Municipal Bond ETF position peaked at $543K in Q4 2022.
  • 51 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.