MFG
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Merit Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Merit Financial Group’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 		$17.9M Buy
181,117
+7,541
+4% +$746K 0.11% 161
2026
Q1 		$17.2M Sell
173,576
-3,201
-2% -$320K 0.13% 140
2025
Q4 		$17.7M Buy
176,777
+76,494
+76% +$7.68M 0.14% 122
2025
Q3 		$10.1M Buy
100,283
+13,805
+16% +$1.37M 0.09% 175
2025
Q2 		$8.58M Buy
86,478
+18,642
+27% +$1.83M 0.1% 167
2025
Q1 		$6.71M Buy
67,836
+31,106
+85% +$3.04M 0.1% 165
2024
Q4 		$3.56M Buy
36,730
+19,800
+117% +$1.95M 0.06% 238
2024
Q3 		$1.71M Sell
16,930
-14,029
-45% -$1.4M 0.04% 303
2024
Q2 		$3.01M Buy
30,959
+1,867
+6% +$180K 0.07% 214
2024
Q1 		$2.8M Buy
29,092
+19,323
+198% +$1.89M 0.07% 223
2023
Q4 		$970K Buy
9,769
+127
+1% +$12.1K 0.03% 322
2023
Q3 		$907K Sell
9,642
-6,363
-40% -$613K 0.03% 343
2023
Q2 		$1.57M Buy
16,005
+3,256
+26% +$322K 0.05% 263
2023
Q1 		$1.27M Sell
12,749
-6,296
-33% -$622K 0.05% 258
2022
Q4 		$1.85M Buy
19,045
+9,800
+106% +$948K 0.07% 209
2022
Q3 		$891K Sell
9,245
-3,378
-27% -$342K 0.04% 269
2022
Q2 		$1.28M Sell
12,623
-771
-6% -$79.2K 0.04% 223
2022
Q1 		$1.43M Buy
13,394
+415
+3% +$45.7K 0.09% 129
2021
Q4 		$1.48M Buy
12,979
+2,130
+20% +$244K 0.15% 78
2021
Q3 		$1.25M Sell
10,849
-1,021
-9% -$118K 0.13% 77
2021
Q2 		$1.37M Buy
11,870
+490
+4% +$56.1K 0.13% 80
2021
Q1 		$1.29M Buy
11,380
+3,354
+42% +$388K 0.14% 76
2020
Q4 		$949K Sell
8,026
-1,195
-13% -$141K 0.09% 90
2020
Q3 		$1.09M Sell
9,221
-64
-0.7% -$7.59K 0.1% 82
2020
Q2 		$1.1M Sell
9,285
-655
-7% -$76.7K 0.11% 76
2020
Q1 		$1.15M Sell
9,940
-4,371
-31% -$498K 0.13% 65
2019
Q4 		$1.61M Buy
14,311
+6,969
+95% +$785K 0.14% 59
2019
Q3 		$831K Buy
+7,342
New +$825K 0.09% 57

Other funds holding AGG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Merit Financial Group's AGG Position: Q2 2026 in Review

Merit Financial Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 4.3% in Q2 2026, buying an estimated $746K and bringing the position to 181,117 shares worth $17.9M. The position accounts for 0.11% of the portfolio, ranked #161.

Merit Financial Group first reported a position in AGG in Q3 2019 and has held it in 28 quarters since. 406 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Merit Financial Group held 181,117 shares of iShares Core US Aggregate Bond ETF worth $17.9M as of Q2 2026.
  • Merit Financial Group bought 7,541 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $746K.
  • iShares Core US Aggregate Bond ETF made up 0.11% of Merit Financial Group's portfolio in Q2 2026, its #161 holding.
  • Merit Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q3 2019 and has held it in 28 quarters since.
  • 406 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.