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

Pine Harbor 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	$8.81M	Sell	175,063 -615	-0.4%	-$31K	2.64%	10
2025 Q4	$8.84M	Sell	175,678 -12,074	-6%	-$608K	2.71%	10
2025 Q3	$9.48M	Sell	187,752 -4,389	-2%	-$221K	3.04%	10
2025 Q2	$9.66M	Buy	192,141 +9,796	+5%	+$490K	3.4%	9
2025 Q1	$9.16M	Sell	182,345 -19,483	-10%	-$977K	3.67%	9
2024 Q4	$10.1M	Buy	201,828 +48,565	+32%	+$2.43M	4.06%	8
2024 Q3	$7.71M	Buy	153,263 +11,642	+8%	+$585K	3.84%	9
2024 Q2	$7.1M	Buy	141,621 +17,908	+14%	+$896K	4.18%	5
2024 Q1	$6.2M	Buy	123,713 +10,233	+9%	+$512K	3.9%	6
2023 Q4	$5.67M	Buy	+113,480	New	+$5.66M	4.32%	6

Other funds holding MEAR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 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 $57.2B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return