TAGStone Capital’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

TAGStone Capital’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	$364K	Sell	7,229 -1,832	-20%	-$92.4K	0.13%	105
2025 Q4	$456K	Sell	9,061 -366	-4%	-$18.4K	0.17%	86
2025 Q3	$476K	Sell	9,427 -1,518	-14%	-$76.5K	0.19%	78
2025 Q2	$551K	Sell	10,945 -29,095	-73%	-$1.46M	0.23%	74
2025 Q1	$2.01M	Buy	+40,040	New	+$2.01M	0.99%	28

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

TAGStone Capital's MEAR Position: Q1 2026 in Review

TAGStone Capital reduced its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 20% in Q1 2026, selling an estimated $92.4K and leaving 7,229 shares worth $364K. The position accounts for 0.13% of the portfolio, ranked #105.

TAGStone Capital first reported a position in MEAR in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.01M in Q1 2025. 216 funds tracked by Wall St. Rank hold MEAR as of Q1 2026.

TAGStone Capital held 7,229 shares of BlackRock Short Maturity Municipal Bond ETF worth $364K as of Q1 2026.
TAGStone Capital sold 1,832 BlackRock Short Maturity Municipal Bond ETF shares in Q1 2026, an estimated $92.4K.
BlackRock Short Maturity Municipal Bond ETF made up 0.13% of TAGStone Capital's portfolio in Q1 2026, its #105 holding.
TAGStone Capital first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q1 2025 and has held it in 5 quarters since.
TAGStone Capital's BlackRock Short Maturity Municipal Bond ETF position peaked at $2.01M in Q1 2025.
216 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q1 2026.

Based on TAGStone Capital's 13F filing for Q1 2026, filed 11 May 2026.