Meridian Wealth Management’s iShares Inflation Hedged Corporate Bond ETF LQDI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-8,820	Closed	-$231K	–	559
2023 Q1	$231K	Hold	8,820	–	–	0.02%	482
2022 Q4	$222K	Buy	8,820 +225	+3%	+$5.63K	0.02%	470
2022 Q3	$207K	Hold	8,595	–	–	0.02%	451
2022 Q2	$223K	Sell	8,595 -75	-0.9%	-$2.05K	0.02%	498
2022 Q1	$252K	Buy	8,670 +245	+3%	+$7.13K	0.03%	340
2021 Q4	$258K	Buy	+8,425	New	+$257K	0.03%	346

Other funds holding LQDI

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

OFS

OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Meridian Wealth Management's LQDI Position: Q2 2023 in Review

Meridian Wealth Management sold out of iShares Inflation Hedged Corporate Bond ETF (LQDI) in Q2 2023, closing a stake of 8,820 shares — an estimated $231K sold.

Meridian Wealth Management first reported a position in LQDI in Q4 2021 and held it in 6 quarters. The position peaked at $258K in Q4 2021. 21 funds tracked by Wall St. Rank hold LQDI as of Q2 2023.

Meridian Wealth Management reported no remaining iShares Inflation Hedged Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Meridian Wealth Management sold 8,820 iShares Inflation Hedged Corporate Bond ETF shares in Q2 2023, an estimated $231K.
Meridian Wealth Management first reported a position in iShares Inflation Hedged Corporate Bond ETF in Q4 2021 and held it in 6 quarters.
Meridian Wealth Management's iShares Inflation Hedged Corporate Bond ETF position peaked at $258K in Q4 2021.
21 funds tracked by Wall St. Rank held iShares Inflation Hedged Corporate Bond ETF as of Q2 2023.

Based on Meridian Wealth Management's 13F filing for Q2 2023, filed 2 Aug 2023.