Meridian Wealth Partners’s iShares iBonds Mar 2020 Term Corporate ETF IBDC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-3,840	Closed	-$100K	–	226
2019 Q4	$100K	Buy	+3,840	New	+$100K	0.06%	88

Other funds holding IBDC

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

TWA

Tillar-Wenstrup Advisors Centerville, Ohio $207M AUM 11.89% 1-Year Est. Return

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

LWANC

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

PCG

Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Meridian Wealth Partners's IBDC Position: Q1 2020 in Review

Meridian Wealth Partners sold out of iShares iBonds Mar 2020 Term Corporate ETF (IBDC) in Q1 2020, closing a stake of 3,840 shares — an estimated $100K sold.

Meridian Wealth Partners first reported a position in IBDC in Q4 2019 and held it in 1 quarter. The position peaked at $100K in Q4 2019. 6 funds tracked by Wall St. Rank hold IBDC as of Q1 2020.

Meridian Wealth Partners reported no remaining iShares iBonds Mar 2020 Term Corporate ETF position as of Q1 2020 after selling out during the quarter.
Meridian Wealth Partners sold 3,840 iShares iBonds Mar 2020 Term Corporate ETF shares in Q1 2020, an estimated $100K.
Meridian Wealth Partners first reported a position in iShares iBonds Mar 2020 Term Corporate ETF in Q4 2019 and held it in 1 quarter.
Meridian Wealth Partners's iShares iBonds Mar 2020 Term Corporate ETF position peaked at $100K in Q4 2019.
6 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ETF as of Q1 2020.

Based on Meridian Wealth Partners's 13F filing for Q1 2020, filed 15 May 2020.