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Meridian Wealth Management’s iShares Convertible Bond ETF ICVT Stock Holding History

Meridian Wealth Management’s Portfolio ICVT Stock Details ICVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$388K Buy
3,183
+2
+0.1% +$232 0.01% 612
2026
Q1 		$324K Buy
3,181
+275
+9% +$28.5K 0.01% 629
2025
Q4 		$286K Buy
2,906
+4
+0.1% +$402 0.01% 623
2025
Q3 		$290K Sell
2,902
-8
-0.3% -$752 0.01% 586
2025
Q2 		$262K Sell
2,910
-24
-0.8% -$2.06K 0.01% 584
2025
Q1 		$245K Sell
2,934
-77
-3% -$6.64K 0.01% 558
2024
Q4 		$256K Sell
3,011
-35
-1% -$3.01K 0.01% 548
2024
Q3 		$255K Sell
3,046
-638
-17% -$51.2K 0.01% 561
2024
Q2 		$290K Buy
+3,684
New +$288K 0.03% 240
2024
Q1 		– Sell
-3,095
Closed -$243K – 339
2023
Q4 		$243K Buy
3,095
+32
+1% +$2.37K 0.02% 533
2023
Q3 		$227K Sell
3,063
-136
-4% -$10.3K 0.01% 495
2023
Q2 		$244K Buy
+3,199
New +$233K 0.02% 478
2019
Q3 		– Sell
-655
Closed -$39K – 316
2019
Q2 		$39K Buy
+655
New +$38.4K 0.02% 411

Other funds holding ICVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Meridian Wealth Management increased its iShares Convertible Bond ETF (ICVT) stake by 0.06% in Q2 2026, buying an estimated $232 and bringing the position to 3,183 shares worth $388K. The position accounts for 0.01% of the portfolio, ranked #612.

Meridian Wealth Management first reported a position in ICVT in Q2 2019 and has held it in 13 quarters since. 404 funds tracked by Wall St. Rank hold ICVT as of Q2 2026.

  • Meridian Wealth Management held 3,183 shares of iShares Convertible Bond ETF worth $388K as of Q2 2026.
  • Meridian Wealth Management bought 2 iShares Convertible Bond ETF shares in Q2 2026, an estimated $232.
  • iShares Convertible Bond ETF made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #612 holding.
  • Meridian Wealth Management first reported a position in iShares Convertible Bond ETF in Q2 2019 and has held it in 13 quarters since.
  • 404 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q2 2026.

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