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Meridian Wealth Partners’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Meridian Wealth Partners’s Portfolio IGLB Stock Details IGLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-219
Closed -$15K – 645
2021
Q1 		$15K Buy
+219
New +$15.1K ﹤0.01% 351

Other funds holding IGLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return
KCMRT
Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Meridian Wealth Partners sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q2 2021, closing a stake of 219 shares — an estimated $15K sold.

Meridian Wealth Partners first reported a position in IGLB in Q1 2021 and held it in 1 quarter. The position peaked at $15K in Q1 2021. 161 funds tracked by Wall St. Rank hold IGLB as of Q2 2021.

  • Meridian Wealth Partners reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 219 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $15K.
  • Meridian Wealth Partners first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $15K in Q1 2021.
  • 161 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2021.

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