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

Cornerstone Planning 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 		$482K Sell
4,935
-427
-8% -$42.2K 0.06% 103
2026
Q1 		$530K Buy
5,362
+2,617
+95% +$262K 0.07% 99
2025
Q4 		$275K Buy
2,745
+1,031
+60% +$103K 0.04% 119
2025
Q3 		$172K Buy
1,714
+1,131
+194% +$112K 0.03% 146
2025
Q2 		$57.9K Sell
583
-103
-15% -$10.1K 0.01% 216
2025
Q1 		$67.1K Buy
686
+114
+20% +$11.1K 0.02% 192
2024
Q4 		$55.8K Sell
572
-120
-17% -$11.8K 0.01% 172
2024
Q3 		$68.2K Sell
692
-413
-37% -$41.2K 0.02% 152
2024
Q2 		$111K Buy
1,105
+72
+7% +$6.95K 0.03% 125
2024
Q1 		$99.3K Hold
1,033
– – 0.03% 119
2023
Q4 		$103K Sell
1,033
-310
-23% -$29.5K 0.03% 116
2023
Q3 		$126K Sell
1,343
-917
-41% -$88.3K 0.05% 100
2023
Q2 		$221K Buy
+2,260
New +$223K 0.09% 88
2022
Q4 		$257K Buy
+2,555
New +$247K 0.11% 84

Other funds holding AGG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Cornerstone Planning Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 8% in Q2 2026, selling an estimated $42.2K and leaving 4,935 shares worth $482K. The position accounts for 0.06% of the portfolio, ranked #103.

Cornerstone Planning Group first reported a position in AGG in Q4 2022 and has held it in 14 quarters since. The position peaked at $530K in Q1 2026. 1,445 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Cornerstone Planning Group held 4,935 shares of iShares Core US Aggregate Bond ETF worth $482K as of Q2 2026.
  • Cornerstone Planning Group sold 427 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $42.2K.
  • iShares Core US Aggregate Bond ETF made up 0.06% of Cornerstone Planning Group's portfolio in Q2 2026, its #103 holding.
  • Cornerstone Planning Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's iShares Core US Aggregate Bond ETF position peaked at $530K in Q1 2026.
  • 1,445 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.