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Stokes Family Office’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Stokes Family Office’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 		– Sell
-4,205
Closed -$212K – 303
2025
Q4 		$212K Sell
4,205
-814
-16% -$41K 0.02% 288
2025
Q3 		$254K Buy
5,019
+1,032
+26% +$52K 0.02% 234
2025
Q2 		$200K Sell
3,987
-335
-8% -$16.8K 0.02% 228
2025
Q1 		$217K Buy
4,322
+149
+4% +$7.47K 0.02% 222
2024
Q4 		$208K Sell
4,173
-860
-17% -$43.1K 0.02% 231
2024
Q3 		$253K Buy
+5,033
New +$253K 0.03% 202
2023
Q4 		– Sell
-35,069
Closed -$1.75M – 288
2023
Q3 		$1.75M Sell
35,069
-7,527
-18% -$375K 0.21% 92
2023
Q2 		$2.13M Buy
42,596
+5,036
+13% +$251K 0.25% 79
2023
Q1 		$1.88M Sell
37,560
-15,637
-29% -$779K 0.23% 80
2022
Q4 		$2.64M Buy
53,197
+10,634
+25% +$529K 0.34% 67
2022
Q3 		$2.11M Sell
42,563
-1,934
-4% -$96.2K 0.3% 69
2022
Q2 		$2.21M Buy
44,497
+22,739
+105% +$1.13M 0.3% 71
2022
Q1 		$1.08M Buy
21,758
+7,895
+57% +$394K 0.14% 95
2021
Q4 		$694K Buy
13,863
+9,622
+227% +$482K 0.09% 129
2021
Q3 		$213K Buy
+4,241
New +$213K 0.03% 217

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 $2.09B AUM 20.07% 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 $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
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
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

Stokes Family Office's MEAR Position: Q1 2026 in Review

Stokes Family Office sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q1 2026, closing a stake of 4,205 shares — an estimated $212K sold.

Stokes Family Office first reported a position in MEAR in Q3 2021 and held it in 15 quarters. The position peaked at $2.64M in Q4 2022. 217 funds tracked by Wall St. Rank hold MEAR as of Q1 2026.

  • Stokes Family Office reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Stokes Family Office sold 4,205 BlackRock Short Maturity Municipal Bond ETF shares in Q1 2026, an estimated $212K.
  • Stokes Family Office first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q3 2021 and held it in 15 quarters.
  • Stokes Family Office's BlackRock Short Maturity Municipal Bond ETF position peaked at $2.64M in Q4 2022.
  • 217 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.