Steward Partners Investment Advisory’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Steward Partners Investment Advisory’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	$196K	Hold	3,900	–	–	﹤0.01%	2028
2025 Q4	$196K	Buy	+3,900	New	+$196K	﹤0.01%	1945
2024 Q1	–	Sell	-400	Closed	-$20K	–	3631
2023 Q4	$20K	Hold	400	–	–	﹤0.01%	2410
2023 Q3	$19.9K	Buy	+400	New	+$19.9K	﹤0.01%	2312
2023 Q1	–	Sell	-2,140	Closed	-$106K	–	3380
2022 Q4	$106K	Hold	2,140	–	–	﹤0.01%	1516
2022 Q3	$106K	Buy	2,140 +140	+7%	+$6.96K	﹤0.01%	1472
2022 Q2	$99K	Hold	2,000	–	–	﹤0.01%	1498
2022 Q1	$100K	Hold	2,000	–	–	﹤0.01%	1609
2021 Q4	$100K	Hold	2,000	–	–	﹤0.01%	1606
2021 Q3	$100K	Hold	2,000	–	–	﹤0.01%	1550
2021 Q2	$100K	Hold	2,000	–	–	﹤0.01%	2290
2021 Q1	$101K	Hold	2,000	–	–	﹤0.01%	1621
2020 Q4	$100K	Hold	2,000	–	–	﹤0.01%	1359
2020 Q3	$100K	Sell	2,000 -16,813	-89%	-$844K	﹤0.01%	1224
2020 Q2	$943K	Buy	18,813 +1,689	+10%	+$84.3K	0.03%	471
2020 Q1	$852K	Sell	17,124 -252	-1%	-$12.6K	0.03%	421
2019 Q4	$870K	Buy	+17,376	New	+$871K	0.03%	492

Other funds holding MEAR

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

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

Steward Partners Investment Advisory's MEAR Position: Q1 2026 in Review

Steward Partners Investment Advisory held its BlackRock Short Maturity Municipal Bond ETF (MEAR) position steady in Q1 2026 at 3,900 shares worth $196K. The position accounts for ﹤0.01% of the portfolio, ranked #2028.

Steward Partners Investment Advisory first reported a position in MEAR in Q4 2019 and has held it in 17 quarters since. The position peaked at $943K in Q2 2020. 216 funds tracked by Wall St. Rank hold MEAR as of Q1 2026.

Steward Partners Investment Advisory held 3,900 shares of BlackRock Short Maturity Municipal Bond ETF worth $196K as of Q1 2026.
Steward Partners Investment Advisory left its BlackRock Short Maturity Municipal Bond ETF share count unchanged in Q1 2026.
BlackRock Short Maturity Municipal Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2028 holding.
Steward Partners Investment Advisory first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2019 and has held it in 17 quarters since.
Steward Partners Investment Advisory's BlackRock Short Maturity Municipal Bond ETF position peaked at $943K in Q2 2020.
216 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.