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

Cornerstone Wealth 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
Q1 		$18.3M Buy
183,945
+10,272
+6% +$1.03M 1.17% 18
2025
Q4 		$17.3M Sell
173,673
-385,292
-69% -$38.7M 1.19% 18
2025
Q3 		$56M Buy
558,965
+2,982
+0.5% +$296K 3.78% 4
2025
Q2 		$55.2M Buy
555,983
+67,453
+14% +$6.61M 4.14% 3
2025
Q1 		$48.3M Sell
488,530
-199,645
-29% -$19.5M 4% 4
2024
Q4 		$66.7M Buy
688,175
+42,442
+7% +$4.18M 5.44% 3
2024
Q3 		$65.4M Buy
645,733
+117,681
+22% +$11.7M 5.41% 3
2024
Q2 		$51.3M Sell
528,052
-264,910
-33% -$25.6M 4.56% 3
2024
Q1 		$77.7M Buy
792,962
+18,350
+2% +$1.8M 7.14% 2
2023
Q4 		$76.9M Buy
774,612
+410,278
+113% +$39M 11.01% 1
2023
Q3 		$34.3M Buy
364,334
+12,043
+3% +$1.16M 6.08% 2
2023
Q2 		$34.5M Buy
352,291
+14,553
+4% +$1.44M 6.25% 1
2023
Q1 		$33.7M Buy
337,738
+11,670
+4% +$1.15M 5.98% 1
2022
Q4 		$31.6M Buy
326,068
+242,437
+290% +$23.4M 5.98% 2
2022
Q3 		$8.06M Sell
83,631
-15,974
-16% -$1.62M 1.78% 13
2022
Q2 		$10.1M Sell
99,605
-9,569
-9% -$983K 2.12% 12
2022
Q1 		$11.7M Buy
109,174
+13
+0% +$1.43K 2.15% 8
2021
Q4 		$12.5M Sell
109,161
-266,438
-71% -$30.5M 2.13% 9
2021
Q3 		$43.1M Buy
375,599
+74,040
+25% +$8.58M 7.62% 2
2021
Q2 		$35.1M Buy
301,559
+174,184
+137% +$20M 7.17% 1
2021
Q1 		$14.6M Sell
127,375
-18,792
-13% -$2.18M 2.97% 5
2020
Q4 		$17.3M Sell
146,167
-216,140
-60% -$25.5M 4.24% 4
2020
Q3 		$42.8M Sell
362,307
-169,463
-32% -$20.1M 11.69% 1
2020
Q2 		$62.9M Buy
531,770
+448,942
+542% +$52.6M 15.78% 1
2020
Q1 		$9.56M Buy
+82,828
New +$9.44M 3.37% 6
2019
Q4 		– Sell
-189,797
Closed -$21.5M – 136
2019
Q3 		$21.5M Sell
189,797
-3,754
-2% -$422K 5.39% 2
2019
Q2 		$21.6M Sell
193,551
-1,840
-0.9% -$201K 5.81% 2
2019
Q1 		$21.3M Buy
+195,391
New +$21M 5.35% 3

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Cornerstone Wealth Group's AGG Position: Q1 2026 in Review

Cornerstone Wealth Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5.9% in Q1 2026, buying an estimated $1.03M and bringing the position to 183,945 shares worth $18.3M. The position accounts for 1.17% of the portfolio, ranked #18.

Cornerstone Wealth Group first reported a position in AGG in Q1 2019 and has held it in 28 quarters since. The position peaked at $77.7M in Q1 2024. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Cornerstone Wealth Group held 183,945 shares of iShares Core US Aggregate Bond ETF worth $18.3M as of Q1 2026.
  • Cornerstone Wealth Group bought 10,272 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $1.03M.
  • iShares Core US Aggregate Bond ETF made up 1.17% of Cornerstone Wealth Group's portfolio in Q1 2026, its #18 holding.
  • Cornerstone Wealth Group first reported a position in iShares Core US Aggregate Bond ETF in Q1 2019 and has held it in 28 quarters since.
  • Cornerstone Wealth Group's iShares Core US Aggregate Bond ETF position peaked at $77.7M in Q1 2024.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.