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

Cornerstone Wealth 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
2026
Q3 		$554K Sell
5,858
-97
-2% -$9.42K 0.02% 459
2026
Q2 		$589K Buy
5,955
+346
+6% +$34.2K 0.03% 452
2026
Q1 		$557K Sell
5,609
-2,425
-30% -$243K 0.03% 419
2025
Q4 		$802K Buy
8,034
+1,776
+28% +$178K 0.04% 329
2025
Q3 		$627K Sell
6,258
-68
-1% -$6.75K 0.03% 366
2025
Q2 		$628K Buy
6,326
+680
+12% +$66.6K 0.04% 345
2025
Q1 		$558K Buy
5,646
+494
+10% +$48.3K 0.04% 342
2024
Q4 		$499K Sell
5,152
-44
-0.8% -$4.33K 0.03% 354
2024
Q3 		$526K Buy
5,196
+109
+2% +$10.9K 0.04% 340
2024
Q2 		$494K Buy
5,087
+191
+4% +$18.4K 0.04% 335
2024
Q1 		$479K Sell
4,896
-751
-13% -$73.5K 0.04% 336
2023
Q4 		$560K Sell
5,647
-1,351
-19% -$129K 0.05% 298
2023
Q3 		$658K Buy
6,998
+1,151
+20% +$111K 0.06% 249
2023
Q2 		$573K Sell
5,847
-485
-8% -$47.9K 0.05% 276
2023
Q1 		$631K Buy
+6,332
New +$626K 0.06% 247
2022
Q3 		$1.11M Buy
11,532
+444
+4% +$44.9K 0.12% 143
2022
Q2 		$1.13M Buy
11,088
+1,032
+10% +$106K 0.12% 146
2022
Q1 		$1.08M Sell
10,056
-8
-0.1% -$880 0.1% 167
2021
Q4 		$1.15M Buy
10,064
+2,130
+27% +$244K 0.11% 171
2021
Q3 		$911K Buy
7,934
+1,290
+19% +$150K 0.1% 193
2021
Q2 		$766K Buy
6,644
+365
+6% +$41.8K 0.08% 221
2021
Q1 		$715K Sell
6,279
-19,309
-75% -$2.24M 0.08% 214
2020
Q4 		$3.02M Buy
25,588
+11,723
+85% +$1.38M 0.38% 55
2020
Q3 		$1.64M Buy
13,865
+9,003
+185% +$1.07M 0.24% 82
2020
Q2 		$575K Buy
4,862
+1,348
+38% +$158K 0.09% 194
2020
Q1 		$405K Sell
3,514
-7,250
-67% -$826K 0.08% 219
2019
Q4 		$1.21M Buy
10,764
+1,723
+19% +$194K 0.2% 104
2019
Q3 		$1.02M Sell
9,041
-1,569
-15% -$176K 0.18% 124
2019
Q2 		$1.18M Buy
10,610
+1,998
+23% +$218K 0.21% 100
2019
Q1 		$664K Buy
8,612
+3,799
+79% +$407K 0.08% 241
2018
Q4 		$513K Buy
+4,813
New +$505K 0.11% 187
2018
Q1 		$453K Sell
4,254
-353
-8% -$37.9K 0.09% 239
2017
Q4 		$503K Sell
4,607
-167
-3% -$18.3K 0.09% 210
2017
Q3 		$523K Sell
4,774
-5,007
-51% -$550K 0.11% 192
2017
Q2 		$1.06M Sell
9,781
-1,576
-14% -$172K 0.24% 91
2017
Q1 		$1.23M Buy
11,357
+813
+8% +$88K 0.3% 71
2016
Q4 		$1.14M Buy
10,544
+3,224
+44% +$353K 0.37% 54
2016
Q3 		$818K Buy
+7,320
New +$823K 0.3% 65

Other funds holding AGG

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Constellation Investments
Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return

Cornerstone Wealth Management's AGG Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 1.6% in Q3 2026, selling an estimated $9.42K and leaving 5,858 shares worth $554K. The position accounts for 0.02% of the portfolio, ranked #459.

Cornerstone Wealth Management first reported a position in AGG in Q3 2016 and has held it in 38 quarters since. The position peaked at $3.02M in Q4 2020. 1,396 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Cornerstone Wealth Management held 5,858 shares of iShares Core US Aggregate Bond ETF worth $554K as of Q3 2026.
  • Cornerstone Wealth Management sold 97 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $9.42K.
  • iShares Core US Aggregate Bond ETF made up 0.02% of Cornerstone Wealth Management's portfolio in Q3 2026, its #459 holding.
  • Cornerstone Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2016 and has held it in 38 quarters since.
  • Cornerstone Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $3.02M in Q4 2020.
  • 1,396 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.