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

Cornerstone Partners Capital Management’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
2025 Q2	–	Sell	-81,620	Closed	-$8.07M	–	7
2025 Q1	$8.07M	Hold	81,620	–	–	16.82%	2
2024 Q4	$7.91M	Hold	81,620	–	–	16.92%	2
2024 Q3	$8.27M	Buy	81,620 +14,925	+22%	+$1.49M	16.28%	2
2024 Q2	$6.47M	Buy	66,695 +10,511	+19%	+$1.01M	3.68%	7
2024 Q1	$5.5M	Hold	56,184	–	–	0.37%	7
2023 Q4	$5.58M	Hold	56,184	–	–	0.42%	7
2023 Q3	$5.28M	Buy	56,184 +18,844	+50%	+$1.81M	0.42%	7
2023 Q2	$3.66M	Buy	37,340 +14,971	+67%	+$1.48M	0.26%	9
2023 Q1	$2.23M	Hold	22,369	–	–	0.14%	9
2022 Q4	$2.17M	Hold	22,369	–	–	0.16%	9
2022 Q3	$2.15M	Sell	22,369 -14,820	-40%	-$1.5M	0.17%	9
2022 Q2	$3.78M	Hold	37,189	–	–	0.33%	9
2022 Q1	$3.98M	Sell	37,189 -16,365	-31%	-$1.8M	0.27%	9
2021 Q4	$6.11M	Sell	53,554 -157,203	-75%	-$18M	1.01%	7
2021 Q3	$24.2M	Buy	+210,757	New	+$24.4M	4.97%	4

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Cornerstone Partners Capital Management's AGG Position: Q2 2025 in Review

Cornerstone Partners Capital Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2025, closing a stake of 81,620 shares — an estimated $8.07M sold.

Cornerstone Partners Capital Management first reported a position in AGG in Q3 2021 and held it in 15 quarters. The position peaked at $24.2M in Q3 2021. 1,907 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

Cornerstone Partners Capital Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
Cornerstone Partners Capital Management sold 81,620 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $8.07M.
Cornerstone Partners Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2021 and held it in 15 quarters.
Cornerstone Partners Capital Management's iShares Core US Aggregate Bond ETF position peaked at $24.2M in Q3 2021.
1,907 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on Cornerstone Partners Capital Management's 13F filing for Q2 2025, filed 22 Jul 2025.