Principle Wealth Partners’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Principle Wealth Partners’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 Q2	–	Sell	-18,049	Closed	-$907K	–	367
2025 Q1	$907K	Hold	18,049	–	–	0.06%	166
2024 Q4	$902K	Sell	18,049 -6,017	-25%	-$302K	0.06%	165
2024 Q3	$1.21M	Hold	24,066	–	–	0.09%	143
2024 Q2	$1.21M	Hold	24,066	–	–	0.09%	141
2024 Q1	$1.21M	Hold	24,066	–	–	0.09%	142
2023 Q4	$1.2M	Hold	24,066	–	–	0.1%	139
2023 Q3	$1.2M	Buy	+24,066	New	+$1.2M	0.12%	135

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

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

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