Summit Wealth Partners’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Summit Wealth Partners’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	$1.9M	Hold	37,727	–	–	0.27%	70
2026 Q1	$1.9M	Hold	37,727	–	–	0.3%	68
2025 Q4	$1.9M	Buy	37,727 +5,119	+16%	+$258K	0.35%	54
2025 Q3	$1.65M	Buy	32,608 +1,984	+6%	+$100K	0.3%	61
2025 Q2	$1.54M	Buy	30,624 +13,399	+78%	+$671K	0.29%	62
2025 Q1	$865K	Buy	17,225 +8,352	+94%	+$419K	0.18%	88
2024 Q4	$443K	Buy	8,873 +1,539	+21%	+$77.2K	0.09%	131
2024 Q3	$369K	Buy	+7,334	New	+$368K	0.07%	170

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 17.78% 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 22.94% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Summit Wealth Partners's MEAR Position: Q2 2026 in Review

Summit Wealth Partners held its BlackRock Short Maturity Municipal Bond ETF (MEAR) position steady in Q2 2026 at 37,727 shares worth $1.9M. The position accounts for 0.27% of the portfolio, ranked #70.

Summit Wealth Partners first reported a position in MEAR in Q3 2024 and has held it in 8 quarters since. 101 funds tracked by Wall St. Rank hold MEAR as of Q2 2026.

Summit Wealth Partners held 37,727 shares of BlackRock Short Maturity Municipal Bond ETF worth $1.9M as of Q2 2026.
Summit Wealth Partners left its BlackRock Short Maturity Municipal Bond ETF share count unchanged in Q2 2026.
BlackRock Short Maturity Municipal Bond ETF made up 0.27% of Summit Wealth Partners's portfolio in Q2 2026, its #70 holding.
Summit Wealth Partners first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q3 2024 and has held it in 8 quarters since.
101 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.