Valley Wealth Managers’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Valley Wealth Managers’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	$10.1K	Hold	200	–	–	﹤0.01%	275
2025 Q4	$10.1K	Hold	200	–	–	﹤0.01%	286
2025 Q3	$10.1K	Hold	200	–	–	﹤0.01%	263
2025 Q2	$10.1K	Sell	200 -28	-12%	-$1.4K	﹤0.01%	248
2025 Q1	$11.5K	Sell	228 -43	-16%	-$2.16K	﹤0.01%	270
2024 Q4	$13.5K	Hold	271	–	–	﹤0.01%	276
2024 Q3	$13.6K	Hold	271	–	–	﹤0.01%	278
2024 Q2	$13.6K	Sell	271 -575	-68%	-$28.8K	﹤0.01%	280
2024 Q1	$42.4K	Hold	846	–	–	﹤0.01%	221
2023 Q4	$42.3K	Buy	846 +200	+31%	+$9.97K	﹤0.01%	221
2023 Q3	$32.2K	Hold	646	–	–	﹤0.01%	235
2023 Q2	$32.2K	Sell	646 -1,475	-70%	-$73.5K	﹤0.01%	226
2023 Q1	$106K	Hold	2,121	–	–	0.01%	185
2022 Q4	$105K	Hold	2,121	–	–	0.01%	190
2022 Q3	$105K	Hold	2,121	–	–	0.01%	202
2022 Q2	$105K	Buy	+2,121	New	+$105K	0.01%	218

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

Valley Wealth Managers's MEAR Position: Q1 2026 in Review

Valley Wealth Managers held its BlackRock Short Maturity Municipal Bond ETF (MEAR) position steady in Q1 2026 at 200 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Valley Wealth Managers first reported a position in MEAR in Q2 2022 and has held it in 16 quarters since. The position peaked at $106K in Q1 2023. 216 funds tracked by Wall St. Rank hold MEAR as of Q1 2026.

Valley Wealth Managers held 200 shares of BlackRock Short Maturity Municipal Bond ETF worth $10.1K as of Q1 2026.
Valley Wealth Managers left its BlackRock Short Maturity Municipal Bond ETF share count unchanged in Q1 2026.
BlackRock Short Maturity Municipal Bond ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q1 2026, its #275 holding.
Valley Wealth Managers first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q2 2022 and has held it in 16 quarters since.
Valley Wealth Managers's BlackRock Short Maturity Municipal Bond ETF position peaked at $106K in Q1 2023.
216 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.