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

Ullmann Wealth Partners Group’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	$22.4M	Buy	444,308 +8,476	+2%	+$426K	2.03%	14
2026 Q1	$21.9M	Sell	435,832 -9,713	-2%	-$490K	2.28%	12
2025 Q4	$22.5M	Sell	445,545 -6,444	-1%	-$325K	2.34%	11
2025 Q3	$22.8M	Buy	451,989 +19,844	+5%	+$1,000K	2.49%	9
2025 Q2	$21.7M	Buy	432,145 +66,265	+18%	+$3.32M	2.57%	10
2025 Q1	$18.4M	Buy	365,880 +18,252	+5%	+$915K	2.44%	10
2024 Q4	$17.4M	Buy	347,628 +9,965	+3%	+$500K	2.24%	10
2024 Q3	$17M	Buy	337,663 +15,505	+5%	+$779K	2.2%	11
2024 Q2	$16.2M	Buy	322,158 +2,675	+0.8%	+$134K	2.3%	11
2024 Q1	$16M	Sell	319,483 -3,338	-1%	-$167K	2.38%	11
2023 Q4	$16.1M	Buy	322,821 +102,246	+46%	+$5.1M	2.63%	12
2023 Q3	$11M	Buy	220,575 +167,917	+319%	+$8.37M	2.05%	12
2023 Q2	$2.63M	Buy	+52,658	New	+$2.62M	0.53%	30

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

Ullmann Wealth Partners Group's MEAR Position: Q2 2026 in Review

Ullmann Wealth Partners Group increased its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 1.9% in Q2 2026, buying an estimated $426K and bringing the position to 444,308 shares worth $22.4M. The position accounts for 2.03% of the portfolio, ranked #14.

Ullmann Wealth Partners Group first reported a position in MEAR in Q2 2023 and has held it in 13 quarters since. The position peaked at $22.8M in Q3 2025. 220 funds tracked by Wall St. Rank hold MEAR as of Q2 2026.

Ullmann Wealth Partners Group held 444,308 shares of BlackRock Short Maturity Municipal Bond ETF worth $22.4M as of Q2 2026.
Ullmann Wealth Partners Group bought 8,476 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2026, an estimated $426K.
BlackRock Short Maturity Municipal Bond ETF made up 2.03% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #14 holding.
Ullmann Wealth Partners Group first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q2 2023 and has held it in 13 quarters since.
Ullmann Wealth Partners Group's BlackRock Short Maturity Municipal Bond ETF position peaked at $22.8M in Q3 2025.
220 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q2 2026, filed 10 Aug 2026.