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Cornerstone Advisors (Washington)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Cornerstone Advisors (Washington)’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
2020
Q1 		– Sell
-4,491
Closed -$505K – 761
2019
Q4 		$505K Buy
4,491
+38
+0.9% +$4.28K 0.06% 36
2019
Q3 		$504K Buy
4,453
+30
+0.7% +$3.37K 0.07% 32
2019
Q2 		$493K Buy
4,423
+32
+0.7% +$3.5K 0.05% 57
2019
Q1 		$479K Buy
4,391
+876
+25% +$93.9K 0.05% 59
2018
Q4 		$374K Sell
3,515
-43
-1% -$4.51K 0.07% 62
2018
Q3 		$375K Buy
3,558
+24
+0.7% +$2.55K 0.24% 66
2018
Q2 		$376K Buy
3,534
+24
+0.7% +$2.54K 0.26% 67
2018
Q1 		$376K Buy
3,510
+174
+5% +$18.7K 0.26% 61
2017
Q4 		$365K Buy
3,336
+8
+0.2% +$875 0.24% 60
2017
Q3 		$365K Buy
+3,328
New +$365K 0.25% 63
2016
Q4 		– Sell
-66
Closed -$7K – 944
2016
Q3 		$7K Buy
+66
New +$7.42K 0.01% 619

Other funds holding AGG

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cornerstone Advisors (Washington)'s AGG Position: Q1 2020 in Review

Cornerstone Advisors (Washington) sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2020, closing a stake of 4,491 shares — an estimated $505K sold.

Cornerstone Advisors (Washington) first reported a position in AGG in Q3 2016 and held it in 11 quarters. The position peaked at $505K in Q4 2019. 1,219 funds tracked by Wall St. Rank hold AGG as of Q1 2020.

  • Cornerstone Advisors (Washington) reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 4,491 iShares Core US Aggregate Bond ETF shares in Q1 2020, an estimated $505K.
  • Cornerstone Advisors (Washington) first reported a position in iShares Core US Aggregate Bond ETF in Q3 2016 and held it in 11 quarters.
  • Cornerstone Advisors (Washington)'s iShares Core US Aggregate Bond ETF position peaked at $505K in Q4 2019.
  • 1,219 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q1 2020, filed 22 Apr 2020.