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Rockwood Wealth Management’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Rockwood Wealth Management’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 		$119M Buy
2,370,376
+93,957
+4% +$4.73M 7.55% 3
2026
Q1 		$115M Buy
2,276,419
+85,260
+4% +$4.3M 8.2% 3
2025
Q4 		$110M Buy
2,191,159
+163,620
+8% +$8.24M 8.22% 3
2025
Q3 		$102M Buy
2,027,539
+119,257
+6% +$6.01M 8.18% 3
2025
Q2 		$95.9M Buy
1,908,282
+118,537
+7% +$5.93M 8.44% 3
2025
Q1 		$89.9M Buy
1,789,745
+173,778
+11% +$8.71M 9.16% 3
2024
Q4 		$80.8M Buy
1,615,967
+663,979
+70% +$33.3M 8.72% 3
2024
Q3 		$47.9M Buy
951,988
+75,243
+9% +$3.78M 5.27% 3
2024
Q2 		$44M Buy
876,745
+52,063
+6% +$2.61M 5.35% 3
2024
Q1 		$41.3M Buy
824,682
+92,760
+13% +$4.64M 5.34% 3
2023
Q4 		$36.6M Buy
731,922
+44,386
+6% +$2.21M 5.36% 3
2023
Q3 		$34.2M Buy
687,536
+50,252
+8% +$2.51M 5.75% 3
2023
Q2 		$31.8M Buy
637,284
+60,213
+10% +$3M 5.46% 3
2023
Q1 		$28.8M Buy
577,071
+63,527
+12% +$3.16M 5.69% 3
2022
Q4 		$25.5M Buy
513,544
+192,759
+60% +$9.58M 5.96% 4
2022
Q3 		$15.9M Buy
+320,785
New +$16M 5.09% 4

Other funds holding MEAR

RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $390M AUM 21.29% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
CA
Cresta Advisors Laredo, Texas $279M AUM 20.45% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Rockwood Wealth Management's MEAR Position: Q2 2026 in Review

Rockwood Wealth Management increased its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 4.1% in Q2 2026, buying an estimated $4.73M and bringing the position to 2,370,376 shares worth $119M. The position accounts for 7.55% of the portfolio, ranked #3.

Rockwood Wealth Management first reported a position in MEAR in Q3 2022 and has held it in 16 quarters since. 90 funds tracked by Wall St. Rank hold MEAR as of Q2 2026.

  • Rockwood Wealth Management held 2,370,376 shares of BlackRock Short Maturity Municipal Bond ETF worth $119M as of Q2 2026.
  • Rockwood Wealth Management bought 93,957 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2026, an estimated $4.73M.
  • BlackRock Short Maturity Municipal Bond ETF made up 7.55% of Rockwood Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Rockwood Wealth Management first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • 90 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.