Meridian Wealth Partners’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-1,839	Closed	-$46K	–	1499
2021 Q1	$46K	Buy	1,839 +6	+0.3%	+$149	0.01%	168
2020 Q4	$46K	Buy	1,833 +12	+0.7%	+$300	0.02%	151
2020 Q3	$46K	Buy	1,821 +10	+0.6%	+$251	0.02%	132
2020 Q2	$46K	Buy	1,811 +11	+0.6%	+$275	0.02%	137
2020 Q1	$44K	Buy	1,800 +8	+0.4%	+$198	0.03%	131
2019 Q4	$45K	Buy	+1,792	New	+$44.7K	0.03%	139

Other funds holding IBDM

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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Meridian Wealth Partners's IBDM Position: Q2 2021 in Review

Meridian Wealth Partners sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q2 2021, closing a stake of 1,839 shares — an estimated $46K sold.

Meridian Wealth Partners first reported a position in IBDM in Q4 2019 and held it in 6 quarters. The position peaked at $46K in Q1 2021. 195 funds tracked by Wall St. Rank hold IBDM as of Q2 2021.

Meridian Wealth Partners reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 1,839 iShares iBonds Dec 2021 Term Corporate ETF shares in Q2 2021, an estimated $46K.
Meridian Wealth Partners first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2019 and held it in 6 quarters.
Meridian Wealth Partners's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $46K in Q1 2021.
195 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.