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

Win 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	$979K	Buy	+19,431	New	+$977K	0.35%	46
2025 Q1	–	Sell	-18,458	Closed	-$922K	–	72
2024 Q4	$922K	Buy	+18,458	New	+$925K	0.45%	41
2024 Q1	–	Sell	-27,984	Closed	-$1.4M	–	77
2023 Q4	$1.4M	Buy	+27,984	New	+$1.4M	0.63%	31
2023 Q2	–	Sell	-7,085	Closed	-$354K	–	42
2023 Q1	$354K	Buy	+7,085	New	+$353K	0.14%	32

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 $15.3B AUM 25.33% 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

Win Advisors's MEAR Position: Q2 2026 in Review

Win Advisors opened a new position in BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q2 2026: 19,431 shares worth $979K. The stake represents 0.35% of the portfolio and ranks #46 among its holdings. This is a return to the name: Win Advisors previously reported a position in MEAR as recently as Q4 2024.

Win Advisors first reported a position in MEAR in Q1 2023 and has held it in 4 quarters since. The position peaked at $1.4M in Q4 2023. 220 funds tracked by Wall St. Rank hold MEAR as of Q2 2026.

Win Advisors held 19,431 shares of BlackRock Short Maturity Municipal Bond ETF worth $979K as of Q2 2026.
BlackRock Short Maturity Municipal Bond ETF was a new Win Advisors position in Q2 2026.
BlackRock Short Maturity Municipal Bond ETF made up 0.35% of Win Advisors's portfolio in Q2 2026, its #46 holding.
Win Advisors first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q1 2023 and has held it in 4 quarters since.
Win Advisors's BlackRock Short Maturity Municipal Bond ETF position peaked at $1.4M in Q4 2023.
220 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2026.

Based on Win Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.