Meridian Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$290K	Sell	11,952 -3,929	-25%	-$95.1K	0.01%	688
2026 Q1	$385K	Buy	15,881 +2,791	+21%	+$67.6K	0.01%	584
2025 Q4	$317K	Sell	13,090 -4,932	-27%	-$120K	0.01%	605
2025 Q3	$438K	Buy	18,022 +654	+4%	+$15.8K	0.02%	505
2025 Q2	$421K	Buy	+17,368	New	+$420K	0.02%	491
2024 Q4	–	Sell	-11,028	Closed	-$268K	–	646
2024 Q3	$268K	Buy	+11,028	New	+$265K	0.01%	548

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

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

Meridian Wealth Management reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 25% in Q2 2026, selling an estimated $95.1K and leaving 11,952 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #688.

Meridian Wealth Management first reported a position in IBDR in Q3 2024 and has held it in 6 quarters since. The position peaked at $438K in Q3 2025. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Meridian Wealth Management held 11,952 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $290K as of Q2 2026.
Meridian Wealth Management sold 3,929 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $95.1K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #688 holding.
Meridian Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2024 and has held it in 6 quarters since.
Meridian Wealth Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $438K in Q3 2025.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

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