Meadow Creek Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Meadow Creek Wealth Advisors’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$314K	Hold	3,168	–	–	0.19%	102
2026 Q1	$314K	Hold	3,168	–	–	0.2%	103
2025 Q4	$316K	Sell	3,168 -347	-10%	-$34.8K	0.2%	102
2025 Q3	$355K	Sell	3,515 -90	-2%	-$8.93K	0.24%	87
2025 Q2	$358K	Hold	3,605	–	–	0.24%	86
2025 Q1	$357K	Hold	3,605	–	–	0.27%	82
2024 Q4	$349K	Hold	3,605	–	–	0.25%	86
2024 Q3	$365K	Hold	3,605	–	–	0.29%	84
2024 Q2	$350K	Sell	3,605 -10	-0.3%	-$965	0.33%	79
2024 Q1	$354K	Hold	3,615	–	–	0.25%	94
2023 Q4	$359K	Buy	+3,615	New	+$344K	0.35%	69
2022 Q3	$388K	Sell	4,026 -89	-2%	-$9K	0.51%	49
2022 Q2	$418K	Sell	4,115 -70	-2%	-$7.19K	0.51%	47
2022 Q1	$448K	Buy	4,185 +275	+7%	+$30.3K	0.49%	58
2021 Q4	$446K	Buy	+3,910	New	+$447K	0.42%	68
2019 Q4	$497K	Buy	+4,419	New	+$498K	0.69%	48

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Meadow Creek Wealth Advisors's AGG Position: Q2 2026 in Review

Meadow Creek Wealth Advisors held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 3,168 shares worth $314K. The position accounts for 0.19% of the portfolio, ranked #102.

Meadow Creek Wealth Advisors first reported a position in AGG in Q4 2019 and has held it in 16 quarters since. The position peaked at $497K in Q4 2019. 2,080 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Meadow Creek Wealth Advisors held 3,168 shares of iShares Core US Aggregate Bond ETF worth $314K as of Q2 2026.
Meadow Creek Wealth Advisors left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.19% of Meadow Creek Wealth Advisors's portfolio in Q2 2026, its #102 holding.
Meadow Creek Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 16 quarters since.
Meadow Creek Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $497K in Q4 2019.
2,080 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Meadow Creek Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.