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Meridian Wealth Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Meridian Wealth Management’s Portfolio USIG Stock Details USIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$421K Buy
8,215
+1,058
+15% +$54.2K 0.01% 589
2026
Q1 		$367K Buy
+7,157
New +$371K 0.01% 603
2022
Q3 		– Sell
-4,470
Closed -$228K – 566
2022
Q2 		$228K Buy
+4,470
New +$233K 0.02% 494

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Meridian Wealth Management increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 15% in Q2 2026, buying an estimated $54.2K and bringing the position to 8,215 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #589.

Meridian Wealth Management first reported a position in USIG in Q2 2022 and has held it in 3 quarters since. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Meridian Wealth Management held 8,215 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $421K as of Q2 2026.
  • Meridian Wealth Management bought 1,058 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $54.2K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #589 holding.
  • Meridian Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2022 and has held it in 3 quarters since.
  • 463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

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