Merit Financial Group’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Merit Financial Group’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	$5.73M	Buy	113,833 +5,012	+5%	+$252K	0.04%	394
2026 Q1	$5.48M	Buy	108,821 +1,227	+1%	+$61.9K	0.04%	365
2025 Q4	$5.41M	Buy	107,594 +70,989	+194%	+$3.57M	0.04%	345
2025 Q3	$1.85M	Buy	36,605 +583	+2%	+$29.4K	0.02%	608
2025 Q2	$1.81M	Buy	36,022 +224	+0.6%	+$11.2K	0.02%	561
2025 Q1	$1.8M	Buy	+35,798	New	+$1.8M	0.03%	462

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

Merit Financial Group's MEAR Position: Q2 2026 in Review

Merit Financial Group increased its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 4.6% in Q2 2026, buying an estimated $252K and bringing the position to 113,833 shares worth $5.73M. The position accounts for 0.04% of the portfolio, ranked #394.

Merit Financial Group 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.

Merit Financial Group held 113,833 shares of BlackRock Short Maturity Municipal Bond ETF worth $5.73M as of Q2 2026.
Merit Financial Group bought 5,012 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2026, an estimated $252K.
BlackRock Short Maturity Municipal Bond ETF made up 0.04% of Merit Financial Group's portfolio in Q2 2026, its #394 holding.
Merit Financial Group 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 Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.