MWP
IBDO

Meridian Wealth Partners’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Meridian Wealth Partners’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-585
Closed -$15K – 1381
2021
Q1 		$15K Buy
+585
New +$15.3K ﹤0.01% 357

Other funds holding IBDO

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Meridian Wealth Partners sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q2 2021, closing a stake of 585 shares — an estimated $15K sold.

Meridian Wealth Partners first reported a position in IBDO in Q1 2021 and held it in 1 quarter. The position peaked at $15K in Q1 2021. 201 funds tracked by Wall St. Rank hold IBDO as of Q2 2021.

  • Meridian Wealth Partners reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 585 iShares iBonds Dec 2023 Term Corporate ETF shares in Q2 2021, an estimated $15K.
  • Meridian Wealth Partners first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $15K in Q1 2021.
  • 201 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q2 2021.

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