MWP
IBHA

Meridian Wealth Partners’s iShares iBonds 2021 Term High Yield and Income ETF IBHA Stock Holding History

Meridian Wealth Partners’s Portfolio IBHA Stock Details IBHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-598
Closed -$14K – 1456
2021
Q1 		$14K Buy
+598
New +$14.5K ﹤0.01% 380

Other funds holding IBHA

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ADL
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Commonwealth Equity Services
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Jane Street
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return
PWS
Peloton Wealth Strategists Indianapolis, Indiana $247M AUM 13.57% 1-Year Est. Return

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

Meridian Wealth Partners sold out of iShares iBonds 2021 Term High Yield and Income ETF (IBHA) in Q2 2021, closing a stake of 598 shares — an estimated $14K sold.

Meridian Wealth Partners first reported a position in IBHA in Q1 2021 and held it in 1 quarter. The position peaked at $14K in Q1 2021. 25 funds tracked by Wall St. Rank hold IBHA as of Q2 2021.

  • Meridian Wealth Partners reported no remaining iShares iBonds 2021 Term High Yield and Income ETF position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 598 iShares iBonds 2021 Term High Yield and Income ETF shares in Q2 2021, an estimated $14K.
  • Meridian Wealth Partners first reported a position in iShares iBonds 2021 Term High Yield and Income ETF in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's iShares iBonds 2021 Term High Yield and Income ETF position peaked at $14K in Q1 2021.
  • 25 funds tracked by Wall St. Rank held iShares iBonds 2021 Term High Yield and Income ETF as of Q2 2021.

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