Cardinal Point Capital Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Cardinal Point Capital 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
2025 Q2	–	Sell	-4,853	Closed	-$480K	–	243
2025 Q1	$480K	Buy	+4,853	New	+$474K	0.04%	120
2024 Q2	–	Sell	-3,065	Closed	-$300K	–	74
2024 Q1	$300K	Hold	3,065	–	–	0.06%	61
2023 Q4	$304K	Sell	3,065 -13,542	-82%	-$1.29M	0.07%	55
2023 Q3	$1.56M	Hold	16,607	–	–	0.41%	17
2023 Q2	$1.63M	Sell	16,607 -2,536	-13%	-$251K	0.49%	17
2023 Q1	$1.91M	Buy	19,143 +3,284	+21%	+$325K	0.58%	16
2022 Q4	$1.54M	Buy	+15,859	New	+$1.53M	0.53%	19

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Cardinal Point Capital Management's AGG Position: Q2 2025 in Review

Cardinal Point Capital Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2025, closing a stake of 4,853 shares — an estimated $480K sold.

Cardinal Point Capital Management first reported a position in AGG in Q4 2022 and held it in 7 quarters. The position peaked at $1.91M in Q1 2023. 1,903 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

Cardinal Point Capital Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
Cardinal Point Capital Management sold 4,853 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $480K.
Cardinal Point Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and held it in 7 quarters.
Cardinal Point Capital Management's iShares Core US Aggregate Bond ETF position peaked at $1.91M in Q1 2023.
1,903 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on Cardinal Point Capital Management's 13F filing for Q2 2025, filed 31 Jul 2025.