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Cornerstone Advisory’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Cornerstone Advisory’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
Q1 		– Sell
-2,081
Closed -$208K – 264
2025
Q4 		$208K Sell
2,081
-92
-4% -$9.23K 0.02% 241
2025
Q3 		$218K Sell
2,173
-548
-20% -$54.4K 0.02% 231
2025
Q2 		$270K Sell
2,721
-58
-2% -$5.68K 0.03% 202
2025
Q1 		$272K Sell
2,779
-162
-6% -$15.8K 0.03% 192
2024
Q4 		$287K Sell
2,941
-4,671
-61% -$460K 0.03% 191
2024
Q3 		$771K Buy
7,612
+653
+9% +$65.1K 0.1% 100
2024
Q2 		$675K Buy
6,959
+1,069
+18% +$103K 0.1% 106
2024
Q1 		$577K Buy
5,890
+1,433
+32% +$140K 0.08% 131
2023
Q4 		$442K Buy
+4,457
New +$424K 0.07% 147
2022
Q1 		– Sell
-1,289
Closed -$147K – 231
2021
Q4 		$147K Buy
+1,289
New +$147K 0.02% 287

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

Cornerstone Advisory's AGG Position: Q1 2026 in Review

Cornerstone Advisory sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 2,081 shares — an estimated $208K sold.

Cornerstone Advisory first reported a position in AGG in Q4 2021 and held it in 10 quarters. The position peaked at $771K in Q3 2024. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Cornerstone Advisory reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Cornerstone Advisory sold 2,081 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $208K.
  • Cornerstone Advisory first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and held it in 10 quarters.
  • Cornerstone Advisory's iShares Core US Aggregate Bond ETF position peaked at $771K in Q3 2024.
  • 2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Cornerstone Advisory's 13F filing for Q1 2026, filed 4 May 2026.