Portfolio Design Labs’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Portfolio Design Labs’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	$5.62M	Sell	111,610 -218	-0.2%	-$11K	1%	21
2025 Q4	$5.63M	Sell	111,828 -4,209	-4%	-$212K	0.93%	22
2025 Q3	$5.86M	Sell	116,037 -7,639	-6%	-$385K	1.01%	20
2025 Q2	$6.22M	Sell	123,676 -121,517	-50%	-$6.08M	1.22%	20
2025 Q1	$12.3M	Buy	245,193 +8,763	+4%	+$439K	2.54%	8
2024 Q4	$11.8M	Buy	236,430 +15,707	+7%	+$788K	2.42%	8
2024 Q3	$11.1M	Buy	220,723 +139,268	+171%	+$6.99M	3.1%	5
2024 Q2	$4.08M	Buy	81,455 +8,894	+12%	+$445K	1.26%	19
2024 Q1	$3.64M	Sell	72,561 -117,838	-62%	-$5.9M	1.22%	19
2023 Q4	$9.52M	Buy	+190,399	New	+$9.49M	3.6%	5

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 $1.9B AUM 14.38% 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

Portfolio Design Labs's MEAR Position: Q1 2026 in Review

Portfolio Design Labs reduced its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 0.19% in Q1 2026, selling an estimated $11K and leaving 111,610 shares worth $5.62M. The position accounts for 1% of the portfolio, ranked #21.

Portfolio Design Labs first reported a position in MEAR in Q4 2023 and has held it in 10 quarters since. The position peaked at $12.3M in Q1 2025. 216 funds tracked by Wall St. Rank hold MEAR as of Q1 2026.

Portfolio Design Labs held 111,610 shares of BlackRock Short Maturity Municipal Bond ETF worth $5.62M as of Q1 2026.
Portfolio Design Labs sold 218 BlackRock Short Maturity Municipal Bond ETF shares in Q1 2026, an estimated $11K.
BlackRock Short Maturity Municipal Bond ETF made up 1% of Portfolio Design Labs's portfolio in Q1 2026, its #21 holding.
Portfolio Design Labs first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
Portfolio Design Labs's BlackRock Short Maturity Municipal Bond ETF position peaked at $12.3M in Q1 2025.
216 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q1 2026.

Based on Portfolio Design Labs's 13F filing for Q1 2026, filed 11 May 2026.