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 Q2	$8.68M	Sell	172,298 -2,765	-2%	-$139K	2.32%	10
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 $1.89T 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

Pine Harbor Wealth Management's MEAR Position: Q2 2026 in Review

Pine Harbor Wealth Management reduced its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 1.6% in Q2 2026, selling an estimated $139K and leaving 172,298 shares worth $8.68M. The position accounts for 2.32% of the portfolio, ranked #10.

Pine Harbor Wealth Management first reported a position in MEAR in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.1M in Q4 2024. 220 funds tracked by Wall St. Rank hold MEAR as of Q2 2026.

Pine Harbor Wealth Management held 172,298 shares of BlackRock Short Maturity Municipal Bond ETF worth $8.68M as of Q2 2026.
Pine Harbor Wealth Management sold 2,765 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2026, an estimated $139K.
BlackRock Short Maturity Municipal Bond ETF made up 2.32% of Pine Harbor Wealth Management's portfolio in Q2 2026, its #10 holding.
Pine Harbor Wealth Management first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
Pine Harbor Wealth Management's BlackRock Short Maturity Municipal Bond ETF position peaked at $10.1M in Q4 2024.
220 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2026.

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