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

Meridian Wealth Partners’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 		$98.4M Buy
994,500
+51,327
+5% +$5.08M 11.92% 3
2026
Q1 		$93.6M Buy
943,173
+38,054
+4% +$3.81M 12.85% 1
2025
Q4 		$90.4M Buy
905,119
+45,951
+5% +$4.61M 12.46% 3
2025
Q3 		$86.1M Buy
859,168
+35,132
+4% +$3.49M 11.85% 3
2025
Q2 		$81.7M Buy
824,036
+54,990
+7% +$5.39M 11.85% 2
2025
Q1 		$76.1M Buy
769,046
+1,951
+0.3% +$191K 12.14% 2
2024
Q4 		$74.3M Buy
767,095
+32,128
+4% +$3.16M 11.28% 3
2024
Q3 		$74.4M Buy
734,967
+77,660
+12% +$7.75M 11.58% 2
2024
Q2 		$63.8M Buy
657,307
+50,628
+8% +$4.89M 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% +$263K 9.43% 4
2023
Q3 		$46.5M Buy
494,811
+41,335
+9% +$3.98M 9.69% 4
2023
Q2 		$44.4M Buy
453,476
+27,665
+6% +$2.73M 9.12% 4
2023
Q1 		$42.4M Buy
425,811
+12,938
+3% +$1.28M 9.24% 4
2022
Q4 		$40M Buy
412,873
+8,677
+2% +$839K 9.26% 4
2022
Q3 		$38.9M Sell
404,196
-1,339
-0.3% -$135K 9.75% 4
2022
Q2 		$41.2M Buy
405,535
+27,632
+7% +$2.84M 9.79% 3
2022
Q1 		$40.5M Sell
377,903
-9,789
-3% -$1.08M 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% -$11.7M 9.28% 3
2021
Q2 		$54.7M Buy
474,095
+26,483
+6% +$3.03M 12.77% 3
2021
Q1 		$51M Buy
447,612
+80,481
+22% +$9.32M 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% +$39.5K 10.71% 3
2020
Q2 		$21.2M Buy
179,612
+6,610
+4% +$774K 11.41% 3
2020
Q1 		$20M Buy
+173,002
New +$19.7M 11.88% 3

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Meridian Wealth Partners's AGG Position: Q2 2026 in Review

Meridian Wealth Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5.4% in Q2 2026, buying an estimated $5.08M and bringing the position to 994,500 shares worth $98.4M. The position accounts for 11.92% of the portfolio, ranked #3.

Meridian Wealth Partners first reported a position in AGG in Q1 2020 and has held it in 26 quarters since. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Meridian Wealth Partners held 994,500 shares of iShares Core US Aggregate Bond ETF worth $98.4M as of Q2 2026.
  • Meridian Wealth Partners bought 51,327 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $5.08M.
  • iShares Core US Aggregate Bond ETF made up 11.92% of Meridian Wealth Partners's portfolio in Q2 2026, its #3 holding.
  • Meridian Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Meridian Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.