Meridian Wealth Partners’s iShares US Treasury Bond ETF GOVT Stock Holding History

Meridian Wealth Partners’s Portfolio GOVT Stock Details GOVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-382,121	Closed	-$8.68M	–	97
2022 Q4	$8.68M	Buy	382,121 +10,478	+3%	+$238K	2.01%	13
2022 Q3	$8.46M	Buy	+371,643	New	+$8.8M	2.12%	13
2021 Q2	–	Sell	-3,815	Closed	-$100K	–	570
2021 Q1	$100K	Hold	3,815	–	–	0.03%	113
2020 Q4	$104K	Sell	3,815 -2,763	-42%	-$76.2K	0.04%	98
2020 Q3	$184K	Hold	6,578	–	–	0.09%	60
2020 Q2	$184K	Hold	6,578	–	–	0.1%	62
2020 Q1	$184K	Sell	6,578 -2,623	-29%	-$70.4K	0.11%	59
2019 Q4	$239K	Buy	+9,201	New	+$240K	0.15%	52

Other funds holding GOVT

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Meridian Wealth Partners's GOVT Position: Q1 2023 in Review

Meridian Wealth Partners sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2023, closing a stake of 382,121 shares — an estimated $8.68M sold.

Meridian Wealth Partners first reported a position in GOVT in Q4 2019 and held it in 8 quarters. The position peaked at $8.68M in Q4 2022. 629 funds tracked by Wall St. Rank hold GOVT as of Q1 2023.

Meridian Wealth Partners reported no remaining iShares US Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
Meridian Wealth Partners sold 382,121 iShares US Treasury Bond ETF shares in Q1 2023, an estimated $8.68M.
Meridian Wealth Partners first reported a position in iShares US Treasury Bond ETF in Q4 2019 and held it in 8 quarters.
Meridian Wealth Partners's iShares US Treasury Bond ETF position peaked at $8.68M in Q4 2022.
629 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2023.

Based on Meridian Wealth Partners's 13F filing for Q1 2023, filed 4 May 2023.