Meridian Wealth Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.9M	Buy	91,217 +8,425	+10%	+$176K	0.06%	268
2026 Q1	$1.73M	Buy	82,792 +10,734	+15%	+$227K	0.06%	251
2025 Q4	$1.52M	Buy	72,058 +56,743	+371%	+$1.2M	0.05%	271
2025 Q3	$325K	Buy	15,315 +1,601	+12%	+$33.7K	0.01%	566
2025 Q2	$289K	Buy	13,714 +2,301	+20%	+$47.5K	0.01%	567
2025 Q1	$237K	Buy	+11,413	New	+$234K	0.01%	568
2024 Q4	–	Sell	-9,684	Closed	-$205K	–	647
2024 Q3	$205K	Buy	+9,684	New	+$202K	0.01%	606

Other funds holding IBDW

ACA

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

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

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

CIA

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

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

CAI

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

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

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

Meridian Wealth Management increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 10% in Q2 2026, buying an estimated $176K and bringing the position to 91,217 shares worth $1.9M. The position accounts for 0.06% of the portfolio, ranked #268.

Meridian Wealth Management first reported a position in IBDW in Q3 2024 and has held it in 7 quarters since. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Meridian Wealth Management held 91,217 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $1.9M as of Q2 2026.
Meridian Wealth Management bought 8,425 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $176K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.06% of Meridian Wealth Management's portfolio in Q2 2026, its #268 holding.
Meridian Wealth Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2024 and has held it in 7 quarters since.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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