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Legacy Solutions LLC’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Legacy Solutions LLC’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 		$207K Hold
4,170
– – 0.16% 89
2026
Q2 		$210K Hold
4,170
– – 0.17% 85
2026
Q1 		$210K Hold
4,170
– – 0.19% 75
2025
Q4 		$210K Sell
4,170
-2,105
-34% -$106K 0.18% 79
2025
Q3 		$317K Buy
6,275
+1,114
+22% +$56.1K 0.29% 54
2025
Q2 		$259K Hold
5,161
– – 0.25% 61
2025
Q1 		$259K Hold
5,161
– – 0.29% 58
2024
Q4 		$258K Buy
+5,161
New +$259K 0.28% 57

Other funds holding MEAR

TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
OCM
Objective Capital Management Pepper Pike, Ohio $112M AUM 15.2% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Legacy Solutions LLC's MEAR Position: Q3 2026 in Review

Legacy Solutions LLC held its BlackRock Short Maturity Municipal Bond ETF (MEAR) position steady in Q3 2026 at 4,170 shares worth $207K. The position accounts for 0.16% of the portfolio, ranked #89.

Legacy Solutions LLC first reported a position in MEAR in Q4 2024 and has held it in 8 quarters since. The position peaked at $317K in Q3 2025. 15 funds tracked by Wall St. Rank hold MEAR as of Q3 2026.

  • Legacy Solutions LLC held 4,170 shares of BlackRock Short Maturity Municipal Bond ETF worth $207K as of Q3 2026.
  • Legacy Solutions LLC left its BlackRock Short Maturity Municipal Bond ETF share count unchanged in Q3 2026.
  • BlackRock Short Maturity Municipal Bond ETF made up 0.16% of Legacy Solutions LLC's portfolio in Q3 2026, its #89 holding.
  • Legacy Solutions LLC first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • Legacy Solutions LLC's BlackRock Short Maturity Municipal Bond ETF position peaked at $317K in Q3 2025.
  • 15 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.