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

Modern 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	$2.77M	Sell	55,112 -16,189	-23%	-$817K	0.05%	266
2025 Q4	$3.59M	Sell	71,301 -19,875	-22%	-$1M	0.07%	224
2025 Q3	$4.61M	Sell	91,176 -1,391	-2%	-$70.1K	0.09%	188
2025 Q2	$4.65M	Buy	92,567 +530	+0.6%	+$26.5K	0.11%	172
2025 Q1	$4.62M	Buy	92,037 +11,419	+14%	+$573K	0.15%	135
2024 Q4	$4.03M	Buy	80,618 +44,326	+122%	+$2.22M	0.15%	125
2024 Q3	$1.83M	Buy	36,292 +4,176	+13%	+$210K	0.11%	118
2024 Q2	$1.61M	Buy	32,116 +10,769	+50%	+$539K	0.12%	105
2024 Q1	$1.07M	Buy	21,347 +7,319	+52%	+$366K	0.1%	111
2023 Q4	$701K	Buy	+14,028	New	+$700K	0.09%	77

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

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

Modern Wealth Management reduced its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 23% in Q1 2026, selling an estimated $817K and leaving 55,112 shares worth $2.77M. The position accounts for 0.05% of the portfolio, ranked #266.

Modern Wealth Management first reported a position in MEAR in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.65M in Q2 2025. 216 funds tracked by Wall St. Rank hold MEAR as of Q1 2026.

Modern Wealth Management held 55,112 shares of BlackRock Short Maturity Municipal Bond ETF worth $2.77M as of Q1 2026.
Modern Wealth Management sold 16,189 BlackRock Short Maturity Municipal Bond ETF shares in Q1 2026, an estimated $817K.
BlackRock Short Maturity Municipal Bond ETF made up 0.05% of Modern Wealth Management's portfolio in Q1 2026, its #266 holding.
Modern Wealth Management first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
Modern Wealth Management's BlackRock Short Maturity Municipal Bond ETF position peaked at $4.65M in Q2 2025.
216 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.