Pinnacle Associates’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Pinnacle Associates’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	–	Sell	-4,714	Closed	-$237K	–	978
2025 Q4	$237K	Buy	+4,714	New	+$237K	﹤0.01%	858
2022 Q2	–	Sell	-5,345	Closed	-$266K	–	773
2022 Q1	$266K	Buy	+5,345	New	+$267K	﹤0.01%	697
2020 Q4	–	Sell	-15,740	Closed	-$790K	–	712
2020 Q3	$790K	Buy	15,740 +3,865	+33%	+$194K	0.02%	411
2020 Q2	$596K	Sell	11,875 -965	-8%	-$48.2K	0.01%	463
2020 Q1	$639K	Buy	12,840 +5,260	+69%	+$263K	0.02%	420
2019 Q4	$380K	Buy	+7,580	New	+$380K	0.01%	572

Other funds holding MEAR

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IWC

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 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

Pinnacle Associates's MEAR Position: Q1 2026 in Review

Pinnacle Associates sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q1 2026, closing a stake of 4,714 shares — an estimated $237K sold.

Pinnacle Associates first reported a position in MEAR in Q4 2019 and held it in 6 quarters. The position peaked at $790K in Q3 2020. 217 funds tracked by Wall St. Rank hold MEAR as of Q1 2026.

Pinnacle Associates reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
Pinnacle Associates sold 4,714 BlackRock Short Maturity Municipal Bond ETF shares in Q1 2026, an estimated $237K.
Pinnacle Associates first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2019 and held it in 6 quarters.
Pinnacle Associates's BlackRock Short Maturity Municipal Bond ETF position peaked at $790K in Q3 2020.
217 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.