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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Cornerstone Financial Group's AGG Position: Q2 2026 in Review

Cornerstone Financial Group held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 3,724 shares worth $369K. The position accounts for 0.23% of the portfolio, ranked #60.

Cornerstone Financial Group first reported a position in AGG in Q4 2025 and has held it in 3 quarters since. 1,674 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Cornerstone Financial Group held 3,724 shares of iShares Core US Aggregate Bond ETF worth $369K as of Q2 2026.
  • Cornerstone Financial Group left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.23% of Cornerstone Financial Group's portfolio in Q2 2026, its #60 holding.
  • Cornerstone Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,674 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Cornerstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.