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

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 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. 220 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.
220 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.