Meridian Wealth Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81.7M | Buy |
824,036
+54,990
| +7% | +$5.46M | 11.85% | 2 |
|
|
2025
Q1 | $76.1M | Buy |
769,046
+1,951
| +0.3% | +$193K | 12.14% | 2 |
|
|
2024
Q4 | $74.3M | Buy |
767,095
+32,128
| +4% | +$3.11M | 11.28% | 3 |
|
|
2024
Q3 | $74.4M | Buy |
734,967
+77,660
| +12% | +$7.86M | 11.58% | 2 |
|
|
2024
Q2 | $63.8M | Buy |
657,307
+50,628
| +8% | +$4.91M | 11.26% | 4 |
|
|
2024
Q1 | $59.4M | Buy |
606,679
+109,103
| +22% | +$10.7M | 10.72% | 4 |
|
|
2023
Q4 | $49.4M | Buy |
497,576
+2,765
| +0.6% | +$274K | 9.43% | 4 |
|
|
2023
Q3 | $46.5M | Buy |
494,811
+41,335
| +9% | +$3.89M | 9.69% | 4 |
|
|
2023
Q2 | $44.4M | Buy |
453,476
+27,665
| +6% | +$2.71M | 9.12% | 4 |
|
|
2023
Q1 | $42.4M | Buy |
425,811
+12,938
| +3% | +$1.29M | 9.24% | 4 |
|
|
2022
Q4 | $40M | Buy |
412,873
+8,677
| +2% | +$842K | 9.26% | 4 |
|
|
2022
Q3 | $38.9M | Sell |
404,196
-1,339
| -0.3% | -$129K | 9.75% | 4 |
|
|
2022
Q2 | $41.2M | Buy |
405,535
+27,632
| +7% | +$2.81M | 9.79% | 3 |
|
|
2022
Q1 | $40.5M | Sell |
377,903
-9,789
| -3% | -$1.05M | 8.52% | 3 |
|
|
2021
Q4 | $44.2M | Buy |
387,692
+14,166
| +4% | +$1.62M | 8.86% | 3 |
|
|
2021
Q3 | $42.9M | Sell |
373,526
-100,569
| -21% | -$11.5M | 9.28% | 3 |
|
|
2021
Q2 | $54.7M | Buy |
474,095
+26,483
| +6% | +$3.05M | 12.77% | 3 |
|
|
2021
Q1 | $51M | Buy |
447,612
+80,481
| +22% | +$9.16M | 15.31% | 2 |
|
|
2020
Q4 | $43.4M | Buy |
367,131
+187,186
| +104% | +$22.1M | 17.92% | 1 |
|
|
2020
Q3 | $21.2M | Buy |
179,945
+333
| +0.2% | +$39.3K | 10.71% | 3 |
|
|
2020
Q2 | $21.2M | Buy |
179,612
+6,610
| +4% | +$781K | 11.41% | 3 |
|
|
2020
Q1 | $20M | Buy |
+173,002
| New | +$20M | 11.88% | 3 |
|