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Meridian Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Meridian Wealth Management’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.44M Sell
103,747
-983
-0.9% -$51.5K 0.17% 118
2026
Q1 		$5.5M Sell
104,730
-2,014
-2% -$106K 0.19% 105
2025
Q4 		$5.64M Sell
106,744
-43,041
-29% -$2.28M 0.2% 97
2025
Q3 		$7.94M Buy
149,785
+331
+0.2% +$17.5K 0.3% 67
2025
Q2 		$7.89M Buy
149,454
+2,017
+1% +$105K 0.34% 63
2025
Q1 		$7.72M Buy
147,437
+8,049
+6% +$418K 0.37% 59
2024
Q4 		$7.21M Sell
139,388
-6,703
-5% -$348K 0.34% 60
2024
Q3 		$7.69M Buy
+146,091
New +$7.6M 0.38% 57
2024
Q2 		– Sell
-157,780
Closed -$8.09M – 400
2024
Q1 		$8.09M Sell
157,780
-18,062
-10% -$924K 1.35% 15
2023
Q4 		$9.02M Buy
+175,842
New +$8.83M 0.58% 35
2023
Q3 		– Sell
-12,252
Closed -$615K – 551
2023
Q2 		$615K Sell
12,252
-684
-5% -$34.5K 0.05% 287
2023
Q1 		$654K Buy
12,936
+6,770
+110% +$340K 0.06% 277
2022
Q4 		$307K Buy
6,166
+1,714
+38% +$84.9K 0.03% 407
2022
Q3 		$219K Sell
4,452
-128
-3% -$6.46K 0.02% 439
2022
Q2 		$232K Buy
+4,580
New +$233K 0.02% 490

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Meridian Wealth Management reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.94% in Q2 2026, selling an estimated $51.5K and leaving 103,747 shares worth $5.44M. The position accounts for 0.17% of the portfolio, ranked #118.

Meridian Wealth Management first reported a position in IGSB in Q2 2022 and has held it in 15 quarters since. The position peaked at $9.02M in Q4 2023. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Meridian Wealth Management held 103,747 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $5.44M as of Q2 2026.
  • Meridian Wealth Management sold 983 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $51.5K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.17% of Meridian Wealth Management's portfolio in Q2 2026, its #118 holding.
  • Meridian Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2022 and has held it in 15 quarters since.
  • Meridian Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $9.02M in Q4 2023.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 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.