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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
Q2 		$549K Sell
10,890
-1,680
-13% -$84.5K 0.01% 751
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 $1.89T 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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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 $15.3B AUM 25.33% 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 $110B AUM 26.29% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Mount Yale Investment Advisors's MEAR Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 13% in Q2 2026, selling an estimated $84.5K and leaving 10,890 shares worth $549K. The position accounts for 0.01% of the portfolio, ranked #751.

Mount Yale Investment Advisors first reported a position in MEAR in Q4 2025 and has held it in 3 quarters since. The position peaked at $879K in Q4 2025. 220 funds tracked by Wall St. Rank hold MEAR as of Q2 2026.

  • Mount Yale Investment Advisors held 10,890 shares of BlackRock Short Maturity Municipal Bond ETF worth $549K as of Q2 2026.
  • Mount Yale Investment Advisors sold 1,680 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2026, an estimated $84.5K.
  • BlackRock Short Maturity Municipal Bond ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #751 holding.
  • Mount Yale Investment Advisors first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Mount Yale Investment Advisors's BlackRock Short Maturity Municipal Bond ETF position peaked at $879K in Q4 2025.
  • 220 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.