Meridian Wealth Management’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-12,880	Closed	-$329K	–	208
2018 Q2	$329K	Hold	12,880	–	–	0.15%	127
2018 Q1	$328K	Hold	12,880	–	–	0.16%	127
2017 Q4	$336K	Hold	12,880	–	–	0.21%	112
2017 Q3	$336K	Hold	12,880	–	–	0.21%	110
2017 Q2	$335K	Hold	12,880	–	–	0.21%	108
2017 Q1	$332K	Sell	12,880 -220	-2%	-$5.63K	0.2%	111
2016 Q4	$332K	Buy	+13,100	New	+$337K	0.26%	83

Other funds holding IBMK

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Meridian Wealth Management's IBMK Position: Q3 2018 in Review

Meridian Wealth Management sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q3 2018, closing a stake of 12,880 shares — an estimated $329K sold.

Meridian Wealth Management first reported a position in IBMK in Q4 2016 and held it in 7 quarters. The position peaked at $336K in Q4 2017. 71 funds tracked by Wall St. Rank hold IBMK as of Q3 2018.

Meridian Wealth Management reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
Meridian Wealth Management sold 12,880 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q3 2018, an estimated $329K.
Meridian Wealth Management first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2016 and held it in 7 quarters.
Meridian Wealth Management's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $336K in Q4 2017.
71 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q3 2018.

Based on Meridian Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.