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Meridian Wealth Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Meridian Wealth Management’s Portfolio IGIB Stock Details IGIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6,013
Closed -$320K – 847
2026
Q1 		$320K Sell
6,013
-4,501
-43% -$242K 0.01% 634
2025
Q4 		$567K Sell
10,514
-11,706
-53% -$633K 0.02% 473
2025
Q3 		$1.2M Buy
22,220
+476
+2% +$25.5K 0.05% 294
2025
Q2 		$1.16M Sell
21,744
-430
-2% -$22.4K 0.05% 285
2025
Q1 		$1.16M Sell
22,174
-967
-4% -$50.2K 0.06% 263
2024
Q4 		$1.19M Buy
23,141
+2,449
+12% +$128K 0.06% 259
2024
Q3 		$1.11M Buy
+20,692
New +$1.09M 0.05% 265
2024
Q2 		– Sell
-4,901
Closed -$253K – 398
2024
Q1 		$253K Sell
4,901
-872
-15% -$44.8K 0.04% 179
2023
Q4 		$300K Buy
+5,773
New +$285K 0.02% 501

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Meridian Wealth Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026, closing a stake of 6,013 shares — an estimated $320K sold.

Meridian Wealth Management first reported a position in IGIB in Q4 2023 and held it in 9 quarters. The position peaked at $1.2M in Q3 2025. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Meridian Wealth Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Meridian Wealth Management sold 6,013 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $320K.
  • Meridian Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2023 and held it in 9 quarters.
  • Meridian Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.2M in Q3 2025.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

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