Meridian Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$18.5M Buy
186,700
+115,075
+161% +$11.4M 4.15% 6
2026
Q1
$7.11M Buy
71,625
+69,533
+3,324% +$6.96M 1.77% 14
2025
Q4
$209K Buy
+2,092
New +$210K 0.05% 78
2024
Q2
Sell
-3,708
Closed -$363K 98
2024
Q1
$363K Sell
3,708
-968
-21% -$94.7K 0.1% 75
2023
Q4
$457K Buy
+4,676
New +$445K 0.13% 67

Other funds holding AGG

Meridian Management's AGG Position: Q2 2026 in Review

Meridian Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 161% in Q2 2026, buying an estimated $11.4M and bringing the position to 186,700 shares worth $18.5M. The position accounts for 4.15% of the portfolio, ranked #6.

Meridian Management first reported a position in AGG in Q4 2023 and has held it in 5 quarters since. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Meridian Management held 186,700 shares of iShares Core US Aggregate Bond ETF worth $18.5M as of Q2 2026.
  • Meridian Management bought 115,075 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $11.4M.
  • iShares Core US Aggregate Bond ETF made up 4.15% of Meridian Management's portfolio in Q2 2026, its #6 holding.
  • Meridian Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Meridian Management's 13F filing for Q2 2026, filed 4 Aug 2026.