McKinley Carter Wealth Services’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

McKinley Carter Wealth Services’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	$1.16M	Buy	23,098 +487	+2%	+$24.5K	0.06%	163
2026 Q1	$1.14M	Buy	22,611 +1,076	+5%	+$54.3K	0.07%	159
2025 Q4	$1.08M	Sell	21,535 -1,018	-5%	-$51.3K	0.06%	169
2025 Q3	$1.14M	Buy	22,553 +5,883	+35%	+$296K	0.06%	166
2025 Q2	$838K	Buy	16,670 +3,374	+25%	+$169K	0.05%	176
2025 Q1	$668K	Buy	+13,296	New	+$667K	0.04%	184

Other funds holding MEAR

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

McKinley Carter Wealth Services's MEAR Position: Q2 2026 in Review

McKinley Carter Wealth Services increased its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 2.2% in Q2 2026, buying an estimated $24.5K and bringing the position to 23,098 shares worth $1.16M. The position accounts for 0.06% of the portfolio, ranked #163.

McKinley Carter Wealth Services first reported a position in MEAR in Q1 2025 and has held it in 6 quarters since. 221 funds tracked by Wall St. Rank hold MEAR as of Q2 2026.

McKinley Carter Wealth Services held 23,098 shares of BlackRock Short Maturity Municipal Bond ETF worth $1.16M as of Q2 2026.
McKinley Carter Wealth Services bought 487 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2026, an estimated $24.5K.
BlackRock Short Maturity Municipal Bond ETF made up 0.06% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #163 holding.
McKinley Carter Wealth Services first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
221 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.