MWM
IBDO

Meridian Wealth Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Meridian Wealth Management’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-10,350
Closed -$261K – 187
2017
Q2 		$261K Hold
10,350
– – 0.17% 134
2017
Q1 		$258K Hold
10,350
– – 0.15% 135
2016
Q4 		$256K Buy
+10,350
New +$259K 0.2% 104

Other funds holding IBDO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Meridian Wealth Management's IBDO Position: Q3 2017 in Review

Meridian Wealth Management sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q3 2017, closing a stake of 10,350 shares — an estimated $261K sold.

Meridian Wealth Management first reported a position in IBDO in Q4 2016 and held it in 3 quarters. The position peaked at $261K in Q2 2017. 37 funds tracked by Wall St. Rank hold IBDO as of Q3 2017.

  • Meridian Wealth Management reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q3 2017 after selling out during the quarter.
  • Meridian Wealth Management sold 10,350 iShares iBonds Dec 2023 Term Corporate ETF shares in Q3 2017, an estimated $261K.
  • Meridian Wealth Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2016 and held it in 3 quarters.
  • Meridian Wealth Management's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $261K in Q2 2017.
  • 37 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q3 2017.

Based on Meridian Wealth Management's 13F filing for Q3 2017, filed 31 Oct 2017.