Richard P. Slaughter Associates’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Richard P. Slaughter Associates’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 Q2	$3.04M	Sell	60,360 -35,090	-37%	-$1.76M	0.6%	29
2026 Q1	$4.8M	Sell	95,450 -7,971	-8%	-$402K	1.04%	20
2025 Q4	$5.2M	Buy	103,421 +5,177	+5%	+$261K	1.09%	20
2025 Q3	$4.96M	Buy	98,244 +14,737	+18%	+$743K	1.07%	21
2025 Q2	$4.2M	Buy	83,507 +33,746	+68%	+$1.69M	0.86%	24
2025 Q1	$2.5M	Buy	49,761 +42,111	+550%	+$2.11M	0.58%	32
2024 Q4	$382K	Buy	+7,650	New	+$384K	0.09%	118

Other funds holding MEAR

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

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

55 North Private Wealth Winter Park, Florida $508M AUM

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return