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Meridian Wealth Management’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Meridian Wealth Management’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$222K Buy
+8,687
New +$222K 0.01% 763
2026
Q1 		– Sell
-10,158
Closed -$260K – 797
2025
Q4 		$260K Sell
10,158
-4,643
-31% -$119K 0.01% 655
2025
Q3 		$379K Buy
14,801
+1,847
+14% +$47.2K 0.01% 537
2025
Q2 		$329K Buy
+12,954
New +$326K 0.01% 540

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Meridian Wealth Management opened a new position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q2 2026: 8,687 shares worth $222K. The stake represents 0.01% of the portfolio and ranks #763 among its holdings. This is a return to the name: Meridian Wealth Management previously reported a position in IBMQ as recently as Q4 2025.

Meridian Wealth Management first reported a position in IBMQ in Q2 2025 and has held it in 4 quarters since. The position peaked at $379K in Q3 2025. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Meridian Wealth Management held 8,687 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $222K as of Q2 2026.
  • iShares iBonds Dec 2028 Term Muni Bond ETF was a new Meridian Wealth Management position in Q2 2026.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #763 holding.
  • Meridian Wealth Management first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Meridian Wealth Management's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $379K in Q3 2025.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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