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 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 $12.7B AUM 17.41% 1-Year Est. Return

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

CIA

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

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

CAI

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

VVP

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

SVWA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Meridian Wealth Management increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 15% in Q1 2026, buying an estimated $227K and bringing the position to 82,792 shares worth $1.73M. The position accounts for 0.06% of the portfolio, ranked #251.

Meridian Wealth Management first reported a position in IBDW in Q3 2024 and has held it in 6 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Meridian Wealth Management held 82,792 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $1.73M as of Q1 2026.
Meridian Wealth Management bought 10,734 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $227K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.06% of Meridian Wealth Management's portfolio in Q1 2026, its #251 holding.
Meridian Wealth Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2024 and has held it in 6 quarters since.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

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