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Cornerstone National Bank & Trust’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Cornerstone National Bank & Trust’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 		$14.5M Buy
146,751
+88,756
+153% +$8.78M 4.89% 4
2026
Q1 		$5.74M Buy
+57,995
New +$5.8M 2.12% 13

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Cornerstone National Bank & Trust's AGG Position: Q2 2026 in Review

Cornerstone National Bank & Trust increased its iShares Core US Aggregate Bond ETF (AGG) stake by 153% in Q2 2026, buying an estimated $8.78M and bringing the position to 146,751 shares worth $14.5M. The position accounts for 4.89% of the portfolio, ranked #4.

Cornerstone National Bank & Trust first reported a position in AGG in Q1 2026 and has held it in 2 quarters since. 1,048 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Cornerstone National Bank & Trust held 146,751 shares of iShares Core US Aggregate Bond ETF worth $14.5M as of Q2 2026.
  • Cornerstone National Bank & Trust bought 88,756 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $8.78M.
  • iShares Core US Aggregate Bond ETF made up 4.89% of Cornerstone National Bank & Trust's portfolio in Q2 2026, its #4 holding.
  • Cornerstone National Bank & Trust first reported a position in iShares Core US Aggregate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,048 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Cornerstone National Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.