Meridian Wealth Partners’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-2,170	Closed	-$55K	–	1495
2021 Q1	$55K	Hold	2,170	–	–	0.02%	149
2020 Q4	$55K	Hold	2,170	–	–	0.02%	134
2020 Q3	$56K	Hold	2,170	–	–	0.03%	125
2020 Q2	$56K	Hold	2,170	–	–	0.03%	121
2020 Q1	$54K	Hold	2,170	–	–	0.03%	118
2019 Q4	$55K	Buy	+2,170	New	+$54.9K	0.03%	127

Other funds holding IBDN

ACA

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

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

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

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

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

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Meridian Wealth Partners sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q2 2021, closing a stake of 2,170 shares — an estimated $55K sold.

Meridian Wealth Partners first reported a position in IBDN in Q4 2019 and held it in 6 quarters. The position peaked at $56K in Q3 2020. 202 funds tracked by Wall St. Rank hold IBDN as of Q2 2021.

Meridian Wealth Partners reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 2,170 iShares iBonds Dec 2022 Term Corporate ETF shares in Q2 2021, an estimated $55K.
Meridian Wealth Partners first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q4 2019 and held it in 6 quarters.
Meridian Wealth Partners's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $56K in Q3 2020.
202 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q2 2021.

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