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Meridian Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Meridian Wealth Management’s Portfolio IUSB Stock Details IUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$352K Buy
7,624
+24
+0.3% +$1.12K 0.01% 611
2025
Q4 		$354K Sell
7,600
-982
-11% -$45.9K 0.01% 583
2025
Q3 		$401K Buy
8,582
+276
+3% +$12.8K 0.02% 530
2025
Q2 		$384K Sell
8,306
-319
-4% -$14.6K 0.02% 512
2025
Q1 		$397K Sell
8,625
-330
-4% -$15K 0.02% 464
2024
Q4 		$405K Sell
8,955
-14
-0.2% -$643 0.02% 460
2024
Q3 		$423K Buy
8,969
+409
+5% +$19K 0.02% 445
2024
Q2 		$387K Buy
+8,560
New +$385K 0.05% 201
2024
Q1 		– Sell
-10,862
Closed -$500K – 349
2023
Q4 		$500K Buy
10,862
+4,775
+78% +$211K 0.03% 382
2023
Q3 		$266K Sell
6,087
-9
-0.1% -$402 0.02% 469
2023
Q2 		$277K Sell
6,096
-2,606
-30% -$119K 0.02% 454
2023
Q1 		$402K Sell
8,702
-323
-4% -$14.8K 0.04% 357
2022
Q4 		$406K Buy
9,025
+441
+5% +$19.7K 0.04% 348
2022
Q3 		$382K Buy
+8,584
New +$400K 0.04% 321

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Meridian Wealth Management's IUSB Position: Q1 2026 in Review

Meridian Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 0.32% in Q1 2026, buying an estimated $1.12K and bringing the position to 7,624 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #611.

Meridian Wealth Management first reported a position in IUSB in Q3 2022 and has held it in 14 quarters since. The position peaked at $500K in Q4 2023. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Meridian Wealth Management held 7,624 shares of iShares Core Universal USD Bond ETF worth $352K as of Q1 2026.
  • Meridian Wealth Management bought 24 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $1.12K.
  • iShares Core Universal USD Bond ETF made up 0.01% of Meridian Wealth Management's portfolio in Q1 2026, its #611 holding.
  • Meridian Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q3 2022 and has held it in 14 quarters since.
  • Meridian Wealth Management's iShares Core Universal USD Bond ETF position peaked at $500K in Q4 2023.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.