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Meridian Wealth Partners’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Meridian Wealth Partners’s Portfolio USIG Stock Details USIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-711
Closed -$43K – 239
2020
Q3 		$43K Buy
+711
New +$43.6K 0.02% 140

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FRBONY
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Ameriprise
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AWM
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SS
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Meridian Wealth Partners's USIG Position: Q4 2020 in Review

Meridian Wealth Partners sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q4 2020, closing a stake of 711 shares — an estimated $43K sold.

Meridian Wealth Partners first reported a position in USIG in Q3 2020 and held it in 1 quarter. The position peaked at $43K in Q3 2020. 250 funds tracked by Wall St. Rank hold USIG as of Q4 2020.

  • Meridian Wealth Partners reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Meridian Wealth Partners sold 711 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q4 2020, an estimated $43K.
  • Meridian Wealth Partners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2020 and held it in 1 quarter.
  • Meridian Wealth Partners's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $43K in Q3 2020.
  • 250 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q4 2020.

Based on Meridian Wealth Partners's 13F filing for Q4 2020, filed 16 Feb 2021.