Meridian Wealth Management
IUSB icon

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
Q3 		$294K Sell
6,666
-668
-9% -$30.3K 0.01% 665
2026
Q2 		$338K Sell
7,334
-290
-4% -$13.4K 0.01% 642
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

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $486M AUM 6.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Meridian Wealth Management's IUSB Position: Q3 2026 in Review

Meridian Wealth Management reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 9.1% in Q3 2026, selling an estimated $30.3K and leaving 6,666 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #665.

Meridian Wealth Management first reported a position in IUSB in Q3 2022 and has held it in 16 quarters since. The position peaked at $500K in Q4 2023. 511 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • Meridian Wealth Management held 6,666 shares of iShares Core Universal USD Bond ETF worth $294K as of Q3 2026.
  • Meridian Wealth Management sold 668 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $30.3K.
  • iShares Core Universal USD Bond ETF made up 0.01% of Meridian Wealth Management's portfolio in Q3 2026, its #665 holding.
  • Meridian Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Meridian Wealth Management's iShares Core Universal USD Bond ETF position peaked at $500K in Q4 2023.
  • 511 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Meridian Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.