Meridian Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.27M	Buy	50,100 +39,500	+373%	+$997K	0.04%	343
2026 Q1	$269K	Buy	+10,600	New	+$270K	0.01%	665
2025 Q4	–	Sell	-79,707	Closed	-$2.03M	–	766
2025 Q3	$2.03M	Buy	79,707 +12,717	+19%	+$323K	0.08%	213
2025 Q2	$1.7M	Buy	66,990 +15,110	+29%	+$381K	0.07%	225
2025 Q1	$1.31M	Buy	51,880 +11,772	+29%	+$295K	0.06%	235
2024 Q4	$999K	Buy	40,108 +16,157	+67%	+$406K	0.05%	291
2024 Q3	$611K	Buy	+23,951	New	+$604K	0.03%	376

Other funds holding IBDT

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

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

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

Meridian Wealth Management increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 373% in Q2 2026, buying an estimated $997K and bringing the position to 50,100 shares worth $1.27M. The position accounts for 0.04% of the portfolio, ranked #343.

Meridian Wealth Management first reported a position in IBDT in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.03M in Q3 2025. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Meridian Wealth Management held 50,100 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $1.27M as of Q2 2026.
Meridian Wealth Management bought 39,500 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $997K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.04% of Meridian Wealth Management's portfolio in Q2 2026, its #343 holding.
Meridian Wealth Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2024 and has held it in 7 quarters since.
Meridian Wealth Management's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $2.03M in Q3 2025.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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