Tortoise Investment Management’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Tortoise Investment Management’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	$856K	Hold	17,000	–	–	0.06%	136
2026 Q1	$856K	Sell	17,000 -44,470	-72%	-$2.24M	0.07%	134
2025 Q4	$3.09M	Sell	61,470 -9,140	-13%	-$460K	0.27%	82
2025 Q3	$3.57M	Buy	70,610 +4,000	+6%	+$202K	0.32%	73
2025 Q2	$3.35M	Buy	66,610 +10,600	+19%	+$531K	0.32%	73
2025 Q1	$2.81M	Buy	+56,010	New	+$2.81M	0.29%	74

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 $20.5B AUM 24.45% 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

Tortoise Investment Management's MEAR Position: Q2 2026 in Review

Tortoise Investment Management held its BlackRock Short Maturity Municipal Bond ETF (MEAR) position steady in Q2 2026 at 17,000 shares worth $856K. The position accounts for 0.06% of the portfolio, ranked #136.

Tortoise Investment Management first reported a position in MEAR in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.57M in Q3 2025. 221 funds tracked by Wall St. Rank hold MEAR as of Q2 2026.

Tortoise Investment Management held 17,000 shares of BlackRock Short Maturity Municipal Bond ETF worth $856K as of Q2 2026.
Tortoise Investment Management left its BlackRock Short Maturity Municipal Bond ETF share count unchanged in Q2 2026.
BlackRock Short Maturity Municipal Bond ETF made up 0.06% of Tortoise Investment Management's portfolio in Q2 2026, its #136 holding.
Tortoise Investment Management first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
Tortoise Investment Management's BlackRock Short Maturity Municipal Bond ETF position peaked at $3.57M in Q3 2025.
221 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.