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Waverly Advisors’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Waverly Advisors’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 		$1.64M Buy
32,627
+4,924
+18% +$248K 0.01% 744
2026
Q1 		$1.39M Buy
27,703
+6,278
+29% +$317K 0.01% 731
2025
Q4 		$1.08M Buy
21,425
+6,301
+42% +$317K 0.01% 736
2025
Q3 		$764K Buy
15,124
+2,857
+23% +$144K 0.01% 711
2025
Q2 		$617K Buy
12,267
+5,365
+78% +$269K 0.01% 749
2025
Q1 		$347K Buy
6,902
+2
+0% +$100 ﹤0.01% 880
2024
Q4 		$345K Hold
6,900
– – 0.01% 785
2024
Q3 		$347K Sell
6,900
-2,400
-26% -$121K 0.01% 650
2024
Q2 		$466K Buy
9,300
+100
+1% +$5K 0.01% 592
2024
Q1 		$461K Buy
+9,200
New +$461K 0.01% 495

Other funds holding MEAR

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Waverly Advisors's MEAR Position: Q2 2026 in Review

Waverly Advisors increased its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 18% in Q2 2026, buying an estimated $248K and bringing the position to 32,627 shares worth $1.64M. The position accounts for 0.01% of the portfolio, ranked #744.

Waverly Advisors first reported a position in MEAR in Q1 2024 and has held it in 10 quarters since. 220 funds tracked by Wall St. Rank hold MEAR as of Q2 2026.

  • Waverly Advisors held 32,627 shares of BlackRock Short Maturity Municipal Bond ETF worth $1.64M as of Q2 2026.
  • Waverly Advisors bought 4,924 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2026, an estimated $248K.
  • BlackRock Short Maturity Municipal Bond ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #744 holding.
  • Waverly Advisors first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 220 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.