Meridian Wealth Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.24M	Buy	102,957 +7,906	+8%	+$172K	0.07%	239
2026 Q1	$2.08M	Buy	95,051 +3,931	+4%	+$86.7K	0.07%	227
2025 Q4	$2.01M	Buy	91,120 +4,940	+6%	+$109K	0.07%	229
2025 Q3	$1.91M	Buy	86,180 +14,322	+20%	+$315K	0.07%	225
2025 Q2	$1.58M	Buy	71,858 +6,603	+10%	+$143K	0.07%	232
2025 Q1	$1.42M	Buy	65,255 +12,464	+24%	+$268K	0.07%	221
2024 Q4	$1.13M	Buy	52,791 +19,387	+58%	+$419K	0.05%	269
2024 Q3	$741K	Buy	+33,404	New	+$729K	0.04%	338

Other funds holding IBDV

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

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

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

CIA

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

CAI

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HPC

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

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

Meridian Wealth Management increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 8.3% in Q2 2026, buying an estimated $172K and bringing the position to 102,957 shares worth $2.24M. The position accounts for 0.07% of the portfolio, ranked #239.

Meridian Wealth Management first reported a position in IBDV in Q3 2024 and has held it in 8 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Meridian Wealth Management held 102,957 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $2.24M as of Q2 2026.
Meridian Wealth Management bought 7,906 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $172K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.07% of Meridian Wealth Management's portfolio in Q2 2026, its #239 holding.
Meridian Wealth Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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