CFP
AGG icon

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

Cornerstone Financial Partners’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
2017
Q4 		$5.91M Buy
+53,738
New +$5.87M 1.93% 15
2016
Q4 		– Sell
-2,352
Closed -$263K – 158
2016
Q3 		$263K Buy
+2,352
New +$264K 0.09% 129

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cornerstone Financial Partners's AGG Position: Q4 2017 in Review

Cornerstone Financial Partners opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q4 2017: 53,738 shares worth $5.91M. The stake represents 1.93% of the portfolio and ranks #15 among its holdings. This is a return to the name: Cornerstone Financial Partners previously reported a position in AGG as recently as Q3 2016.

Cornerstone Financial Partners first reported a position in AGG in Q3 2016 and has held it in 2 quarters since. 890 funds tracked by Wall St. Rank hold AGG as of Q4 2017.

  • Cornerstone Financial Partners held 53,738 shares of iShares Core US Aggregate Bond ETF worth $5.91M as of Q4 2017.
  • iShares Core US Aggregate Bond ETF was a new Cornerstone Financial Partners position in Q4 2017.
  • iShares Core US Aggregate Bond ETF made up 1.93% of Cornerstone Financial Partners's portfolio in Q4 2017, its #15 holding.
  • Cornerstone Financial Partners first reported a position in iShares Core US Aggregate Bond ETF in Q3 2016 and has held it in 2 quarters since.
  • 890 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2017.

Based on Cornerstone Financial Partners's 13F filing for Q4 2017, filed 22 Jan 2018.