Meridian Wealth Partners’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-10,333	Closed	-$515K	–	98
2022 Q4	$515K	Sell	10,333 -2,331	-18%	-$115K	0.12%	43
2022 Q3	$624K	Sell	12,664 -106,355	-89%	-$5.37M	0.16%	39
2022 Q2	$6.02M	Buy	119,019 +4,089	+4%	+$208K	1.43%	16
2022 Q1	$5.94M	Buy	114,930 +3,324	+3%	+$175K	1.25%	15
2021 Q4	$6.01M	Buy	111,606 +5,085	+5%	+$275K	1.2%	18
2021 Q3	$5.82M	Buy	+106,521	New	+$5.83M	1.26%	17

Other funds holding IGSB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JHU

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Meridian Wealth Partners's IGSB Position: Q1 2023 in Review

Meridian Wealth Partners sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2023, closing a stake of 10,333 shares — an estimated $515K sold.

Meridian Wealth Partners first reported a position in IGSB in Q3 2021 and held it in 6 quarters. The position peaked at $6.02M in Q2 2022. 900 funds tracked by Wall St. Rank hold IGSB as of Q1 2023.

Meridian Wealth Partners reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Meridian Wealth Partners sold 10,333 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $515K.
Meridian Wealth Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2021 and held it in 6 quarters.
Meridian Wealth Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $6.02M in Q2 2022.
900 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2023.

Based on Meridian Wealth Partners's 13F filing for Q1 2023, filed 4 May 2023.