Meridian Wealth Partners
IUSB icon

Meridian Wealth Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Meridian Wealth Partners’s Portfolio IUSB Stock Details IUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.08M Sell
24,517
-2,274
-8% -$103K 0.13% 44
2026
Q2 		$1.24M Buy
26,791
+5,734
+27% +$264K 0.15% 42
2026
Q1 		$973K Sell
21,057
-333
-2% -$15.5K 0.13% 44
2025
Q4 		$995K Sell
21,390
-4,220
-16% -$197K 0.14% 41
2025
Q3 		$1.2M Buy
25,610
+108
+0.4% +$5K 0.16% 39
2025
Q2 		$1.18M Buy
25,502
+48
+0.2% +$2.19K 0.17% 41
2025
Q1 		$1.17M Sell
25,454
-5,470
-18% -$249K 0.19% 39
2024
Q4 		$1.4M Buy
30,924
+60
+0.2% +$2.75K 0.21% 38
2024
Q3 		$1.45M Buy
30,864
+5,500
+22% +$255K 0.23% 36
2024
Q2 		$1.15M Buy
25,364
+1,769
+7% +$79.5K 0.2% 39
2024
Q1 		$1.08M Hold
23,595
– – 0.19% 39
2023
Q4 		$1.09M Buy
23,595
+15,295
+184% +$676K 0.21% 37
2023
Q3 		$363K Buy
+8,300
New +$371K 0.08% 62
2023
Q2 		– Sell
-7,000
Closed -$323K – 97
2023
Q1 		$323K Hold
7,000
– – 0.07% 60
2022
Q4 		$315K Buy
+7,000
New +$313K 0.07% 61
2022
Q2 		– Sell
-48,006
Closed -$2.38M – 86
2022
Q1 		$2.38M Buy
+48,006
New +$2.45M 0.5% 22

Other funds holding IUSB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Meridian Wealth Partners's IUSB Position: Q3 2026 in Review

Meridian Wealth Partners reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 8.5% in Q3 2026, selling an estimated $103K and leaving 24,517 shares worth $1.08M. The position accounts for 0.13% of the portfolio, ranked #44.

Meridian Wealth Partners first reported a position in IUSB in Q1 2022 and has held it in 16 quarters since. The position peaked at $2.38M in Q1 2022. 607 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • Meridian Wealth Partners held 24,517 shares of iShares Core Universal USD Bond ETF worth $1.08M as of Q3 2026.
  • Meridian Wealth Partners sold 2,274 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $103K.
  • iShares Core Universal USD Bond ETF made up 0.13% of Meridian Wealth Partners's portfolio in Q3 2026, its #44 holding.
  • Meridian Wealth Partners first reported a position in iShares Core Universal USD Bond ETF in Q1 2022 and has held it in 16 quarters since.
  • Meridian Wealth Partners's iShares Core Universal USD Bond ETF position peaked at $2.38M in Q1 2022.
  • 607 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Meridian Wealth Partners's 13F filing for Q3 2026, filed 9 Nov 2026.