Meridian Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$419K	Buy	3,838 +353	+10%	+$38.5K	0.01%	591
2026 Q1	$380K	Buy	+3,485	New	+$384K	0.01%	591
2024 Q2	–	Sell	-2,006	Closed	-$218K	–	444
2024 Q1	$218K	Buy	2,006 +80	+4%	+$8.69K	0.04%	192
2023 Q4	$213K	Buy	+1,926	New	+$201K	0.01%	561
2022 Q3	–	Sell	-5,209	Closed	-$573K	–	540
2022 Q2	$573K	Buy	+5,209	New	+$588K	0.05%	325
2019 Q3	–	Sell	-370	Closed	-$459	–	361
2019 Q2	$459	Buy	+370	New	+$44.4K	0.02%	385

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

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

Meridian Wealth Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 10% in Q2 2026, buying an estimated $38.5K and bringing the position to 3,838 shares worth $419K. The position accounts for 0.01% of the portfolio, ranked #591.

Meridian Wealth Management first reported a position in LQD in Q2 2019 and has held it in 6 quarters since. The position peaked at $573K in Q2 2022. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Meridian Wealth Management held 3,838 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $419K as of Q2 2026.
Meridian Wealth Management bought 353 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $38.5K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #591 holding.
Meridian Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2019 and has held it in 6 quarters since.
Meridian Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $573K in Q2 2022.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.