Shum Financial Group’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Shum Financial Group’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	–	Sell	-4,111	Closed	-$207K	–	110
2026 Q1	$207K	Buy	+4,111	New	+$207K	0.15%	92
2025 Q4	–	Sell	-5,460	Closed	-$276K	–	95
2025 Q3	$276K	Buy	+5,460	New	+$275K	0.21%	84
2024 Q4	–	Sell	-6,650	Closed	-$333K	–	91
2024 Q3	$333K	Buy	+6,650	New	+$334K	0.28%	79

Other funds holding MEAR

RWM

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

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

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

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

5NPW

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Shum Financial Group's MEAR Position: Q2 2026 in Review

Shum Financial Group sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q2 2026, closing a stake of 4,111 shares — an estimated $207K sold.

Shum Financial Group first reported a position in MEAR in Q3 2024 and held it in 3 quarters. The position peaked at $333K in Q3 2024. 119 funds tracked by Wall St. Rank hold MEAR as of Q2 2026.

Shum Financial Group reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
Shum Financial Group sold 4,111 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2026, an estimated $207K.
Shum Financial Group first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q3 2024 and held it in 3 quarters.
Shum Financial Group's BlackRock Short Maturity Municipal Bond ETF position peaked at $333K in Q3 2024.
119 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.