SMG
MEAR icon

Smart Money Group’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Smart Money 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
Q1 		$7.99M Buy
158,802
+22,540
+17% +$1.14M 2.33% 4
2025
Q4 		$6.86M Buy
136,262
+3,236
+2% +$163K 2% 6
2025
Q3 		$6.72M Buy
133,026
+5,332
+4% +$269K 1.99% 4
2025
Q2 		$6.42M Sell
127,694
-14,256
-10% -$714K 2.01% 4
2025
Q1 		$7.13M Sell
141,950
-8,754
-6% -$439K 2.42% 3
2024
Q4 		$7.53M Buy
150,704
+1,503
+1% +$75.4K 2.6% 7
2024
Q3 		$7.48M Sell
149,201
-350
-0.2% -$17.6K 2.67% 8
2024
Q2 		$7.51M Buy
149,551
+4,608
+3% +$231K 2.68% 9
2024
Q1 		$7.25M Buy
144,943
+19,866
+16% +$995K 2.82% 10
2023
Q4 		$6.25M Buy
125,077
+16,366
+15% +$816K 2.72% 11
2023
Q3 		$5.41M Buy
+108,711
New +$5.42M 2.57% 11

Other funds holding MEAR

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
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