Meridian Wealth Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.14M	Buy	92,010 +4,699	+5%	+$110K	0.08%	222
2025 Q4	$2.04M	Buy	87,311 +11,898	+16%	+$279K	0.07%	225
2025 Q3	$1.77M	Buy	75,413 +10,234	+16%	+$239K	0.07%	240
2025 Q2	$1.52M	Buy	65,179 +7,707	+13%	+$178K	0.06%	238
2025 Q1	$1.33M	Buy	57,472 +9,560	+20%	+$219K	0.06%	231
2024 Q4	$1.09M	Buy	47,912 +19,295	+67%	+$444K	0.05%	278
2024 Q3	$673K	Buy	+28,617	New	+$663K	0.03%	359

Other funds holding IBDU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Meridian Wealth Management's IBDU Position: Q1 2026 in Review

Meridian Wealth Management increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 5.4% in Q1 2026, buying an estimated $110K and bringing the position to 92,010 shares worth $2.14M. The position accounts for 0.08% of the portfolio, ranked #222.

Meridian Wealth Management first reported a position in IBDU in Q3 2024 and has held it in 7 quarters since. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

Meridian Wealth Management held 92,010 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $2.14M as of Q1 2026.
Meridian Wealth Management bought 4,699 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $110K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.08% of Meridian Wealth Management's portfolio in Q1 2026, its #222 holding.
Meridian Wealth Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2024 and has held it in 7 quarters since.
383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.