Mission Wealth Management’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Mission Wealth Management’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	–	Sell	-4,279	Closed	-$215K	–	756
2025 Q4	$215K	Sell	4,279 -986	-19%	-$49.7K	﹤0.01%	680
2025 Q3	$266K	Buy	5,265 +38	+0.7%	+$1.92K	0.01%	617
2025 Q2	$263K	Sell	5,227 -959	-16%	-$48K	0.01%	602
2025 Q1	$311K	Buy	+6,186	New	+$310K	0.01%	549

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 $1.9B AUM 14.38% 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

Mission Wealth Management's MEAR Position: Q1 2026 in Review

Mission Wealth Management sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q1 2026, closing a stake of 4,279 shares — an estimated $215K sold.

Mission Wealth Management first reported a position in MEAR in Q1 2025 and held it in 4 quarters. The position peaked at $311K in Q1 2025. 216 funds tracked by Wall St. Rank hold MEAR as of Q1 2026.

Mission Wealth Management reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
Mission Wealth Management sold 4,279 BlackRock Short Maturity Municipal Bond ETF shares in Q1 2026, an estimated $215K.
Mission Wealth Management first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q1 2025 and held it in 4 quarters.
Mission Wealth Management's BlackRock Short Maturity Municipal Bond ETF position peaked at $311K in Q1 2025.
216 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.