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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

RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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. 41 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.
  • 41 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.