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Cobblestone Capital Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Cobblestone Capital Advisors’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
Q3 		$8.46M Buy
84,352
+26,533
+46% +$2.63M 0.41% 49
2025
Q2 		$5.74M Buy
57,819
+4,262
+8% +$418K 0.29% 52
2025
Q1 		$5.3M Buy
53,557
+12,308
+30% +$1.2M 0.29% 55
2024
Q4 		$4M Buy
41,249
+22,296
+118% +$2.2M 0.22% 56
2024
Q3 		$1.92M Sell
18,953
-10,000
-35% -$998K 0.11% 84
2024
Q2 		$2.81M Sell
28,953
-1,218
-4% -$118K 0.17% 60
2024
Q1 		$2.95M Sell
30,171
-158,641
-84% -$15.5M 0.19% 59
2023
Q4 		$18.7M Buy
188,812
+164,290
+670% +$15.6M 1.23% 25
2023
Q3 		$2.31M Sell
24,522
-9,159
-27% -$882K 0.17% 62
2023
Q2 		$3.3M Buy
33,681
+6,874
+26% +$680K 0.23% 55
2023
Q1 		$2.67M Sell
26,807
-220,019
-89% -$21.7M 0.2% 57
2022
Q4 		$23.9M Buy
246,826
+206,522
+512% +$20M 1.83% 12
2022
Q3 		$3.88M Buy
40,304
+19,951
+98% +$2.02M 0.32% 48
2022
Q2 		$2.07M Buy
20,353
+6,340
+45% +$651K 0.16% 71
2022
Q1 		$1.5M Sell
14,013
-753
-5% -$82.9K 0.1% 90
2021
Q4 		$1.69M Buy
14,766
+272
+2% +$31.1K 0.11% 93
2021
Q3 		$1.66M Sell
14,494
-3
-0% -$348 0.11% 81
2021
Q2 		$1.67M Sell
14,497
-1,294
-8% -$148K 0.11% 86
2021
Q1 		$1.8M Buy
15,791
+212
+1% +$24.5K 0.13% 80
2020
Q4 		$1.84M Buy
15,579
+143
+0.9% +$16.8K 0.14% 73
2020
Q3 		$1.82M Sell
15,436
-417
-3% -$49.5K 0.16% 67
2020
Q2 		$1.87M Buy
15,853
+69
+0.4% +$8.08K 0.17% 69
2020
Q1 		$1.82M Sell
15,784
-2,500
-14% -$285K 0.2% 66
2019
Q4 		$2.06M Buy
18,284
+2,185
+14% +$246K 0.19% 67
2019
Q3 		$1.82M Sell
16,099
-13
-0.1% -$1.46K 0.18% 69
2019
Q2 		$1.79M Sell
16,112
-736
-4% -$80.5K 0.16% 72
2019
Q1 		$1.84M Sell
16,848
-16,616
-50% -$1.78M 0.17% 68
2018
Q4 		$3.56M Buy
33,464
+8,391
+33% +$880K 0.37% 56
2018
Q3 		$2.65M Buy
25,073
+3,955
+19% +$420K 0.25% 62
2018
Q2 		$2.25M Buy
21,118
+7,545
+56% +$800K 0.22% 65
2018
Q1 		$1.46M Buy
13,573
+1,741
+15% +$187K 0.15% 73
2017
Q4 		$1.29M Buy
+11,832
New +$1.29M 0.13% 84

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Cobblestone Capital Advisors's AGG Position: Q3 2025 in Review

Cobblestone Capital Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 46% in Q3 2025, buying an estimated $2.63M and bringing the position to 84,352 shares worth $8.46M. The position accounts for 0.41% of the portfolio, ranked #49.

Cobblestone Capital Advisors first reported a position in AGG in Q4 2017 and has held it in 32 quarters since. The position peaked at $23.9M in Q4 2022. 1,924 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

  • Cobblestone Capital Advisors held 84,352 shares of iShares Core US Aggregate Bond ETF worth $8.46M as of Q3 2025.
  • Cobblestone Capital Advisors bought 26,533 iShares Core US Aggregate Bond ETF shares in Q3 2025, an estimated $2.63M.
  • iShares Core US Aggregate Bond ETF made up 0.41% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #49 holding.
  • Cobblestone Capital Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and has held it in 32 quarters since.
  • Cobblestone Capital Advisors's iShares Core US Aggregate Bond ETF position peaked at $23.9M in Q4 2022.
  • 1,924 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.