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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Meridian Wealth Management sold out of iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q1 2026, closing a stake of 10,158 shares — an estimated $260K sold.

Meridian Wealth Management first reported a position in IBMQ in Q2 2025 and held it in 3 quarters. The position peaked at $379K in Q3 2025. 186 funds tracked by Wall St. Rank hold IBMQ as of Q1 2026.

  • Meridian Wealth Management reported no remaining iShares iBonds Dec 2028 Term Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Meridian Wealth Management sold 10,158 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q1 2026, an estimated $260K.
  • Meridian Wealth Management first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q2 2025 and held it in 3 quarters.
  • Meridian Wealth Management's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $379K in Q3 2025.
  • 186 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q1 2026.

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