Mallini Complete Financial Planning’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Mallini Complete Financial Planning’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	–	Hold	0	–	–	–	42
2026 Q1	–	Hold	0	–	–	–	38
2025 Q4	–	Hold	0	–	–	–	37
2025 Q3	–	Hold	0	–	–	–	38
2025 Q2	–	Hold	0	–	–	–	33
2025 Q1	–	Hold	0	–	–	–	31
2024 Q4	–	Hold	0	–	–	–	32

Other funds holding MEAR

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Smart Money Group Eastland, Texas $390M AUM 21.29% 1-Year Est. Return

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return