MWM
IBDQ

Meridian Wealth Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Meridian Wealth Management’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-10,500
Closed -$2.69K – 313
2019
Q2 		$2.69K Hold
10,500
– – 0.11% 164
2019
Q1 		$261K Buy
+10,500
New +$255K 0.12% 157

Other funds holding IBDQ

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Meridian Wealth Management's IBDQ Position: Q3 2019 in Review

Meridian Wealth Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q3 2019, closing a stake of 10,500 shares — an estimated $2.69K sold.

Meridian Wealth Management first reported a position in IBDQ in Q1 2019 and held it in 2 quarters. The position peaked at $261K in Q1 2019. 91 funds tracked by Wall St. Rank hold IBDQ as of Q3 2019.

  • Meridian Wealth Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q3 2019 after selling out during the quarter.
  • Meridian Wealth Management sold 10,500 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2019, an estimated $2.69K.
  • Meridian Wealth Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2019 and held it in 2 quarters.
  • Meridian Wealth Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $261K in Q1 2019.
  • 91 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2019.

Based on Meridian Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.