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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
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

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

Lantz Financial's MEAR Position: Q2 2026 in Review

Lantz Financial held its BlackRock Short Maturity Municipal Bond ETF (MEAR) position steady in Q2 2026 at 5,068 shares worth $255K. The position accounts for 0.05% of the portfolio, ranked #231.

Lantz Financial first reported a position in MEAR in Q2 2022 and has held it in 17 quarters since. The position peaked at $543K in Q4 2022. 220 funds tracked by Wall St. Rank hold MEAR as of Q2 2026.

  • Lantz Financial held 5,068 shares of BlackRock Short Maturity Municipal Bond ETF worth $255K as of Q2 2026.
  • Lantz Financial left its BlackRock Short Maturity Municipal Bond ETF share count unchanged in Q2 2026.
  • BlackRock Short Maturity Municipal Bond ETF made up 0.05% of Lantz Financial's portfolio in Q2 2026, its #231 holding.
  • Lantz Financial first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Lantz Financial's BlackRock Short Maturity Municipal Bond ETF position peaked at $543K in Q4 2022.
  • 220 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.