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Resonant Capital Advisors’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Resonant Capital Advisors’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 		$83.9M Buy
1,666,710
+293,492
+21% +$14.8M 4.41% 3
2025
Q4 		$69.1M Buy
1,373,218
+622
+0% +$31.3K 3.8% 4
2025
Q3 		$69.3M Buy
1,372,596
+139,550
+11% +$7.03M 4.04% 3
2025
Q2 		$62M Buy
1,233,046
+799
+0.1% +$40K 3.96% 3
2025
Q1 		$61.9M Buy
1,232,247
+180,348
+17% +$9.04M 4.32% 3
2024
Q4 		$52.5M Sell
1,051,899
-69,178
-6% -$3.47M 3.84% 4
2024
Q3 		$56.4M Buy
1,121,077
+260,890
+30% +$13.1M 4.15% 4
2024
Q2 		$43.1M Buy
860,187
+167,096
+24% +$8.36M 3.5% 6
2024
Q1 		$34.7M Buy
693,091
+50,913
+8% +$2.55M 2.97% 7
2023
Q4 		$32.1M Buy
642,178
+68,564
+12% +$3.42M 3.1% 6
2023
Q3 		$28.6M Buy
+573,614
New +$28.6M 3.05% 7

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CAPTRUST Financial Advisors
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LPL Financial
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IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Cetera Investment Advisers
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return