Meridian Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Meridian Wealth Management’s Portfolio GOVT Stock Details GOVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.16M	Sell	95,034 -10,254	-10%	-$234K	0.07%	244
2026 Q1	$2.41M	Buy	105,288 +19,630	+23%	+$453K	0.08%	204
2025 Q4	$1.97M	Sell	85,658 -398,489	-82%	-$9.23M	0.07%	230
2025 Q3	$11.2M	Buy	484,147 +22,441	+5%	+$515K	0.43%	48
2025 Q2	$10.6M	Buy	461,706 +27,147	+6%	+$618K	0.45%	45
2025 Q1	$9.99M	Buy	434,559 +53,224	+14%	+$1.21M	0.48%	45
2024 Q4	$8.76M	Buy	381,335 +12,009	+3%	+$274K	0.41%	52
2024 Q3	$8.66M	Buy	369,326 +67,317	+22%	+$1.56M	0.43%	52
2024 Q2	$6.82M	Buy	+302,009	New	+$6.77M	0.81%	22
2024 Q1	–	Sell	-205,656	Closed	-$4.74M	–	328
2023 Q4	$4.74M	Buy	+205,656	New	+$4.58M	0.3%	74
2023 Q2	–	Sell	-8,786	Closed	-$205K	–	557
2023 Q1	$205K	Sell	8,786 -957	-10%	-$22.1K	0.02%	506
2022 Q4	$221K	Buy	+9,743	New	+$221K	0.02%	471

Other funds holding GOVT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Meridian Wealth Management's GOVT Position: Q2 2026 in Review

Meridian Wealth Management reduced its iShares US Treasury Bond ETF (GOVT) stake by 9.7% in Q2 2026, selling an estimated $234K and leaving 95,034 shares worth $2.16M. The position accounts for 0.07% of the portfolio, ranked #244.

Meridian Wealth Management first reported a position in GOVT in Q4 2022 and has held it in 12 quarters since. The position peaked at $11.2M in Q3 2025. 636 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Meridian Wealth Management held 95,034 shares of iShares US Treasury Bond ETF worth $2.16M as of Q2 2026.
Meridian Wealth Management sold 10,254 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $234K.
iShares US Treasury Bond ETF made up 0.07% of Meridian Wealth Management's portfolio in Q2 2026, its #244 holding.
Meridian Wealth Management first reported a position in iShares US Treasury Bond ETF in Q4 2022 and has held it in 12 quarters since.
Meridian Wealth Management's iShares US Treasury Bond ETF position peaked at $11.2M in Q3 2025.
636 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.