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 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 $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America

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

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

One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return