MWP
IBDL

Meridian Wealth Partners’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Meridian Wealth Partners’s Portfolio IBDL Stock Details IBDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,707
Closed -$43K – 225
2019
Q4 		$43K Buy
+1,707
New +$43.2K 0.03% 142

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Ameriprise
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RJA
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CIM
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Meridian Wealth Partners's IBDL Position: Q1 2020 in Review

Meridian Wealth Partners sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q1 2020, closing a stake of 1,707 shares — an estimated $43K sold.

Meridian Wealth Partners first reported a position in IBDL in Q4 2019 and held it in 1 quarter. The position peaked at $43K in Q4 2019. 171 funds tracked by Wall St. Rank hold IBDL as of Q1 2020.

  • Meridian Wealth Partners reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q1 2020 after selling out during the quarter.
  • Meridian Wealth Partners sold 1,707 iShares iBonds Dec 2020 Term Corporate ETF shares in Q1 2020, an estimated $43K.
  • Meridian Wealth Partners first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q4 2019 and held it in 1 quarter.
  • Meridian Wealth Partners's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $43K in Q4 2019.
  • 171 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q1 2020.

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