Meridian Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-8,697	Closed	-$1.04M	–	768
2025 Q3	$1.04M	Sell	8,697 -6,051	-41%	-$720K	0.04%	321
2025 Q2	$1.76M	Buy	14,748 +90	+0.6%	+$10.6K	0.08%	220
2025 Q1	$1.73M	Sell	14,658 -4,486	-23%	-$522K	0.08%	200
2024 Q4	$2.21M	Sell	19,144 -1,084	-5%	-$127K	0.1%	179
2024 Q3	$2.42M	Buy	+20,228	New	+$2.39M	0.12%	168
2024 Q2	–	Sell	-19,446	Closed	-$2.25M	–	396
2024 Q1	$2.25M	Sell	19,446 -3,061	-14%	-$355K	0.37%	52
2023 Q4	$2.64M	Buy	+22,507	New	+$2.57M	0.17%	136
2019 Q3	–	Sell	-1,325	Closed	-$1.67K	–	320
2019 Q2	$1.67K	Sell	1,325 -500	-27%	-$61.8K	0.07%	226
2019 Q1	$225K	Buy	1,825 +25	+1%	+$3.04K	0.1%	171
2018 Q4	$219K	Buy	+1,800	New	+$215K	0.13%	144

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Meridian Wealth Management's IEI Position: Q4 2025 in Review

Meridian Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2025, closing a stake of 8,697 shares — an estimated $1.04M sold.

Meridian Wealth Management first reported a position in IEI in Q4 2018 and held it in 10 quarters. The position peaked at $2.64M in Q4 2023. 847 funds tracked by Wall St. Rank hold IEI as of Q4 2025.

Meridian Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Meridian Wealth Management sold 8,697 iShares 3-7 Year Treasury Bond ETF shares in Q4 2025, an estimated $1.04M.
Meridian Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2018 and held it in 10 quarters.
Meridian Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $2.64M in Q4 2023.
847 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2025.

Based on Meridian Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.