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

Meridian Management’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
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Meridian Management's AGG Position: Q1 2026 in Review

Meridian Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 3,324% in Q1 2026, buying an estimated $6.96M and bringing the position to 71,625 shares worth $7.11M. The position accounts for 1.77% of the portfolio, ranked #14.

Meridian Management first reported a position in AGG in Q4 2023 and has held it in 4 quarters since. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Meridian Management held 71,625 shares of iShares Core US Aggregate Bond ETF worth $7.11M as of Q1 2026.
  • Meridian Management bought 69,533 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $6.96M.
  • iShares Core US Aggregate Bond ETF made up 1.77% of Meridian Management's portfolio in Q1 2026, its #14 holding.
  • Meridian Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 4 quarters since.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Meridian Management's 13F filing for Q1 2026, filed 5 May 2026.