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Strategic Financial Concepts’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Strategic Financial Concepts’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 		$537K Buy
+10,650
New +$536K 0.16% 128
2023
Q2 		– Sell
-4,325
Closed -$216K – 262
2023
Q1 		$216K Buy
+4,325
New +$215K 0.09% 205

Other funds holding MEAR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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 $110B AUM 26.29% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Strategic Financial Concepts's MEAR Position: Q2 2026 in Review

Strategic Financial Concepts opened a new position in BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q2 2026: 10,650 shares worth $537K. The stake represents 0.16% of the portfolio and ranks #128 among its holdings. This is a return to the name: Strategic Financial Concepts previously reported a position in MEAR as recently as Q1 2023.

Strategic Financial Concepts first reported a position in MEAR in Q1 2023 and has held it in 2 quarters since. 220 funds tracked by Wall St. Rank hold MEAR as of Q2 2026.

  • Strategic Financial Concepts held 10,650 shares of BlackRock Short Maturity Municipal Bond ETF worth $537K as of Q2 2026.
  • BlackRock Short Maturity Municipal Bond ETF was a new Strategic Financial Concepts position in Q2 2026.
  • BlackRock Short Maturity Municipal Bond ETF made up 0.16% of Strategic Financial Concepts's portfolio in Q2 2026, its #128 holding.
  • Strategic Financial Concepts first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q1 2023 and has held it in 2 quarters since.
  • 220 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.