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

Cornerstone 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
Q3 		$348K Sell
3,681
-43
-1% -$4.18K 0.2% 61
2026
Q2 		$369K Hold
3,724
– – 0.23% 60
2026
Q1 		$368K Buy
3,724
+1,071
+40% +$107K 0.24% 60
2025
Q4 		$265K Buy
+2,653
New +$266K 0.18% 63

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.62B AUM 0.83% 1-Year Est. Return

Cornerstone Financial Group's AGG Position: Q3 2026 in Review

Cornerstone Financial Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 1.2% in Q3 2026, selling an estimated $4.18K and leaving 3,681 shares worth $348K. The position accounts for 0.2% of the portfolio, ranked #61.

Cornerstone Financial Group first reported a position in AGG in Q4 2025 and has held it in 4 quarters since. The position peaked at $369K in Q2 2026. 1,686 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Cornerstone Financial Group held 3,681 shares of iShares Core US Aggregate Bond ETF worth $348K as of Q3 2026.
  • Cornerstone Financial Group sold 43 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $4.18K.
  • iShares Core US Aggregate Bond ETF made up 0.2% of Cornerstone Financial Group's portfolio in Q3 2026, its #61 holding.
  • Cornerstone Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Cornerstone Financial Group's iShares Core US Aggregate Bond ETF position peaked at $369K in Q2 2026.
  • 1,686 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Cornerstone Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.