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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
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

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

Legacy Solutions LLC's MEAR Position: Q2 2026 in Review

Legacy Solutions LLC held its BlackRock Short Maturity Municipal Bond ETF (MEAR) position steady in Q2 2026 at 4,170 shares worth $210K. The position accounts for 0.17% of the portfolio, ranked #85.

Legacy Solutions LLC first reported a position in MEAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $317K in Q3 2025. 221 funds tracked by Wall St. Rank hold MEAR as of Q2 2026.

  • Legacy Solutions LLC held 4,170 shares of BlackRock Short Maturity Municipal Bond ETF worth $210K as of Q2 2026.
  • Legacy Solutions LLC left its BlackRock Short Maturity Municipal Bond ETF share count unchanged in Q2 2026.
  • BlackRock Short Maturity Municipal Bond ETF made up 0.17% of Legacy Solutions LLC's portfolio in Q2 2026, its #85 holding.
  • Legacy Solutions LLC first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Legacy Solutions LLC's BlackRock Short Maturity Municipal Bond ETF position peaked at $317K in Q3 2025.
  • 221 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2026.

Based on Legacy Solutions LLC's 13F filing for Q2 2026, filed 6 Jul 2026.