Zhang Financial’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Zhang Financial’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	$254K	Hold	5,037	–	–	0.01%	356
2026 Q1	$254K	Hold	5,037	–	–	0.01%	325
2025 Q4	$253K	Hold	5,037	–	–	0.01%	299
2025 Q3	$254K	Hold	5,037	–	–	0.01%	277
2025 Q2	$253K	Buy	+5,037	New	+$252K	0.01%	260
2020 Q3	–	Sell	-4,500	Closed	-$225K	–	100
2020 Q2	$225K	Hold	4,500	–	–	0.09%	84
2020 Q1	$224K	Hold	4,500	–	–	0.1%	81
2019 Q4	$226K	Buy	+4,500	New	+$226K	0.09%	90

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

Zhang Financial's MEAR Position: Q2 2026 in Review

Zhang Financial held its BlackRock Short Maturity Municipal Bond ETF (MEAR) position steady in Q2 2026 at 5,037 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #356.

Zhang Financial first reported a position in MEAR in Q4 2019 and has held it in 8 quarters since. The position peaked at $254K in Q3 2025. 221 funds tracked by Wall St. Rank hold MEAR as of Q2 2026.

Zhang Financial held 5,037 shares of BlackRock Short Maturity Municipal Bond ETF worth $254K as of Q2 2026.
Zhang Financial left its BlackRock Short Maturity Municipal Bond ETF share count unchanged in Q2 2026.
BlackRock Short Maturity Municipal Bond ETF made up 0.01% of Zhang Financial's portfolio in Q2 2026, its #356 holding.
Zhang Financial first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2019 and has held it in 8 quarters since.
Zhang Financial's BlackRock Short Maturity Municipal Bond ETF position peaked at $254K in Q3 2025.
221 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.