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

Quotient 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
2026 Q1	$10.3M	Buy	204,221 +18,988	+10%	+$958K	0.27%	31
2025 Q4	$9.32M	Sell	185,233 -8,222	-4%	-$414K	0.25%	33
2025 Q3	$9.77M	Buy	193,455 +16,093	+9%	+$811K	0.27%	30
2025 Q2	$8.92M	Buy	177,362 +21,976	+14%	+$1.1M	0.26%	31
2025 Q1	$7.81M	Buy	155,386 +16,384	+12%	+$822K	0.25%	32
2024 Q4	$6.94M	Buy	139,002 +259	+0.2%	+$13K	0.23%	33
2024 Q3	$6.98M	Buy	138,743 +14,559	+12%	+$731K	0.23%	32
2024 Q2	$6.23M	Sell	124,184 -111,321	-47%	-$5.57M	0.22%	35
2024 Q1	$11.8M	Buy	235,505 +51,250	+28%	+$2.57M	0.42%	29
2023 Q4	$9.21M	Buy	+184,255	New	+$9.19M	0.36%	35

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

Quotient Wealth Partners's MEAR Position: Q1 2026 in Review

Quotient Wealth Partners increased its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 10% in Q1 2026, buying an estimated $958K and bringing the position to 204,221 shares worth $10.3M. The position accounts for 0.27% of the portfolio, ranked #31.

Quotient Wealth Partners first reported a position in MEAR in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.8M in Q1 2024. 216 funds tracked by Wall St. Rank hold MEAR as of Q1 2026.

Quotient Wealth Partners held 204,221 shares of BlackRock Short Maturity Municipal Bond ETF worth $10.3M as of Q1 2026.
Quotient Wealth Partners bought 18,988 BlackRock Short Maturity Municipal Bond ETF shares in Q1 2026, an estimated $958K.
BlackRock Short Maturity Municipal Bond ETF made up 0.27% of Quotient Wealth Partners's portfolio in Q1 2026, its #31 holding.
Quotient Wealth Partners first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
Quotient Wealth Partners's BlackRock Short Maturity Municipal Bond ETF position peaked at $11.8M in Q1 2024.
216 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.