Medallion Wealth Advisors’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Medallion Wealth Advisors’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 Q1	$78.6K	Buy	1,561 +33	+2%	+$1.67K	0.03%	393
2025 Q4	$76.9K	Buy	1,528 +342	+29%	+$17.2K	0.03%	397
2025 Q3	$59.9K	Buy	1,186 +35	+3%	+$1.76K	0.02%	439
2025 Q2	$57.8K	Sell	1,151 -51	-4%	-$2.55K	0.02%	442
2025 Q1	$60.2K	Hold	1,202	–	–	0.03%	389
2024 Q4	$60K	Buy	+1,202	New	+$60.3K	0.03%	377

Other funds holding MEAR

Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UWPG

Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return

Medallion Wealth Advisors's MEAR Position: Q1 2026 in Review

Medallion Wealth Advisors increased its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 2.2% in Q1 2026, buying an estimated $1.67K and bringing the position to 1,561 shares worth $78.6K. The position accounts for 0.03% of the portfolio, ranked #393.

Medallion Wealth Advisors first reported a position in MEAR in Q4 2024 and has held it in 6 quarters since. 217 funds tracked by Wall St. Rank hold MEAR as of Q1 2026.

Medallion Wealth Advisors held 1,561 shares of BlackRock Short Maturity Municipal Bond ETF worth $78.6K as of Q1 2026.
Medallion Wealth Advisors bought 33 BlackRock Short Maturity Municipal Bond ETF shares in Q1 2026, an estimated $1.67K.
BlackRock Short Maturity Municipal Bond ETF made up 0.03% of Medallion Wealth Advisors's portfolio in Q1 2026, its #393 holding.
Medallion Wealth Advisors first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2024 and has held it in 6 quarters since.
217 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.