Milestone Investment Advisors’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Milestone Investment 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 Q2	$372K	Hold	7,382	–	–	0.08%	74
2026 Q1	$372K	Buy	7,382 +159	+2%	+$8.02K	0.09%	71
2025 Q4	$363K	Hold	7,223	–	–	0.09%	72
2025 Q3	$365K	Sell	7,223 -666	-8%	-$33.6K	0.09%	69
2025 Q2	$397K	Buy	7,889 +398	+5%	+$19.9K	0.1%	65
2025 Q1	$376K	Hold	7,491	–	–	0.1%	65
2024 Q4	$374K	Buy	7,491 +499	+7%	+$25K	0.1%	64
2024 Q3	$352K	Buy	6,992 +3,989	+133%	+$200K	0.1%	69
2024 Q2	$151K	Buy	+3,003	New	+$150K	0.04%	85

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

Milestone Investment Advisors's MEAR Position: Q2 2026 in Review

Milestone Investment Advisors held its BlackRock Short Maturity Municipal Bond ETF (MEAR) position steady in Q2 2026 at 7,382 shares worth $372K. The position accounts for 0.08% of the portfolio, ranked #74.

Milestone Investment Advisors first reported a position in MEAR in Q2 2024 and has held it in 9 quarters since. The position peaked at $397K in Q2 2025. 221 funds tracked by Wall St. Rank hold MEAR as of Q2 2026.

Milestone Investment Advisors held 7,382 shares of BlackRock Short Maturity Municipal Bond ETF worth $372K as of Q2 2026.
Milestone Investment Advisors left its BlackRock Short Maturity Municipal Bond ETF share count unchanged in Q2 2026.
BlackRock Short Maturity Municipal Bond ETF made up 0.08% of Milestone Investment Advisors's portfolio in Q2 2026, its #74 holding.
Milestone Investment Advisors first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
Milestone Investment Advisors's BlackRock Short Maturity Municipal Bond ETF position peaked at $397K in Q2 2025.
221 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.