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 Q2	$2.1M	Sell	41,652 -13,460	-24%	-$677K	0.03%	386
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 $1.89T 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

Modern Wealth Management's MEAR Position: Q2 2026 in Review

Modern Wealth Management reduced its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 24% in Q2 2026, selling an estimated $677K and leaving 41,652 shares worth $2.1M. The position accounts for 0.03% of the portfolio, ranked #386.

Modern Wealth Management first reported a position in MEAR in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.65M in Q2 2025. 220 funds tracked by Wall St. Rank hold MEAR as of Q2 2026.

Modern Wealth Management held 41,652 shares of BlackRock Short Maturity Municipal Bond ETF worth $2.1M as of Q2 2026.
Modern Wealth Management sold 13,460 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2026, an estimated $677K.
BlackRock Short Maturity Municipal Bond ETF made up 0.03% of Modern Wealth Management's portfolio in Q2 2026, its #386 holding.
Modern Wealth Management first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
Modern Wealth Management's BlackRock Short Maturity Municipal Bond ETF position peaked at $4.65M in Q2 2025.
220 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.