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

Mount Yale 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
Q1 		$633K Sell
12,570
-4,900
-28% -$247K 0.01% 644
2025
Q4 		$879K Buy
+17,470
New +$880K 0.04% 339

Other funds holding MEAR

Morgan Stanley
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 $2.09B AUM 20.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Cetera Investment Advisers
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

Mount Yale Investment Advisors's MEAR Position: Q1 2026 in Review

Mount Yale Investment Advisors reduced its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 28% in Q1 2026, selling an estimated $247K and leaving 12,570 shares worth $633K. The position accounts for 0.01% of the portfolio, ranked #644.

Mount Yale Investment Advisors first reported a position in MEAR in Q4 2025 and has held it in 2 quarters since. The position peaked at $879K in Q4 2025. 217 funds tracked by Wall St. Rank hold MEAR as of Q1 2026.

  • Mount Yale Investment Advisors held 12,570 shares of BlackRock Short Maturity Municipal Bond ETF worth $633K as of Q1 2026.
  • Mount Yale Investment Advisors sold 4,900 BlackRock Short Maturity Municipal Bond ETF shares in Q1 2026, an estimated $247K.
  • BlackRock Short Maturity Municipal Bond ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #644 holding.
  • Mount Yale Investment Advisors first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Mount Yale Investment Advisors's BlackRock Short Maturity Municipal Bond ETF position peaked at $879K in Q4 2025.
  • 217 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.