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 Q2	$2.34M	Buy	101,185 +9,175	+10%	+$213K	0.07%	230
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

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

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

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

Meridian Wealth Management increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 10% in Q2 2026, buying an estimated $213K and bringing the position to 101,185 shares worth $2.34M. The position accounts for 0.07% of the portfolio, ranked #230.

Meridian Wealth Management first reported a position in IBDU in Q3 2024 and has held it in 8 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Meridian Wealth Management held 101,185 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $2.34M as of Q2 2026.
Meridian Wealth Management bought 9,175 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $213K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.07% of Meridian Wealth Management's portfolio in Q2 2026, its #230 holding.
Meridian Wealth Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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