Meridian Wealth Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-58,049	Closed	-$2.69M	–	602
2023 Q3	$2.69M	Buy	58,049 +3,596	+7%	+$167K	0.17%	121
2023 Q2	$2.54M	Buy	54,453 +1,288	+2%	+$60.5K	0.21%	99
2023 Q1	$2.51M	Buy	+53,165	New	+$2.49M	0.22%	104
2022 Q3	–	Sell	-4,850	Closed	-$230K	–	529
2022 Q2	$230K	Buy	+4,850	New	+$231K	0.02%	492
2020 Q3	–	Sell	-4,572	Closed	-$235K	–	270
2020 Q2	$235K	Buy	+4,572	New	+$234K	0.08%	192

Other funds holding ISTB

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

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

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Meridian Wealth Management's ISTB Position: Q4 2023 in Review

Meridian Wealth Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2023, closing a stake of 58,049 shares — an estimated $2.69M sold.

Meridian Wealth Management first reported a position in ISTB in Q2 2020 and held it in 5 quarters. The position peaked at $2.69M in Q3 2023. 381 funds tracked by Wall St. Rank hold ISTB as of Q4 2023.

Meridian Wealth Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2023 after selling out during the quarter.
Meridian Wealth Management sold 58,049 iShares Core 1-5 Year USD Bond ETF shares in Q4 2023, an estimated $2.69M.
Meridian Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2020 and held it in 5 quarters.
Meridian Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $2.69M in Q3 2023.
381 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2023.

Based on Meridian Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.