Principal Securities’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Principal Securities’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
2025 Q4	–	Sell	-345	Closed	-$17.4K	–	2649
2025 Q3	$17.4K	Hold	345	–	–	﹤0.01%	2466
2025 Q2	$17.3K	Hold	345	–	–	﹤0.01%	2392
2025 Q1	$17.2K	Hold	345	–	–	﹤0.01%	2283
2024 Q4	$17.2K	Buy	345 +20	+6%	+$1K	﹤0.01%	2280
2024 Q3	$16.4K	Hold	325	–	–	﹤0.01%	2219
2024 Q2	$16.3K	Sell	325 -125	-28%	-$6.26K	﹤0.01%	2169
2024 Q1	$22.6K	Buy	450 +125	+38%	+$6.26K	﹤0.01%	1943
2023 Q4	$16.2K	Buy	+325	New	+$16.2K	﹤0.01%	2037

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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

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

Principal Securities's MEAR Position: Q4 2025 in Review

Principal Securities sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q4 2025, closing a stake of 345 shares — an estimated $17.4K sold.

Principal Securities first reported a position in MEAR in Q4 2023 and held it in 8 quarters. The position peaked at $22.6K in Q1 2024. 217 funds tracked by Wall St. Rank hold MEAR as of Q4 2025.

Principal Securities reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 345 BlackRock Short Maturity Municipal Bond ETF shares in Q4 2025, an estimated $17.4K.
Principal Securities first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2023 and held it in 8 quarters.
Principal Securities's BlackRock Short Maturity Municipal Bond ETF position peaked at $22.6K in Q1 2024.
217 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.