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Cosner Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Cosner Financial 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 		$10.6M Sell
106,589
-381
-0.4% -$38.1K 5.81% 9
2025
Q4 		$10.7M Buy
106,970
+5,372
+5% +$539K 5.45% 9
2025
Q3 		$10.2M Buy
101,598
+12,724
+14% +$1.26M 5.48% 9
2025
Q2 		$8.82M Buy
88,874
+9,824
+12% +$963K 4.91% 9
2025
Q1 		$7.82M Buy
79,050
+4,596
+6% +$449K 4.78% 9
2024
Q4 		$7.21M Hold
74,454
– – 4.57% 9
2024
Q3 		$7.54M Buy
74,454
+130
+0.2% +$13K 4.86% 9
2024
Q2 		$7.21M Buy
74,324
+671
+0.9% +$64.8K 5.1% 9
2024
Q1 		$7.21M Buy
73,653
+4,553
+7% +$446K 5.17% 9
2023
Q4 		$6.94M Buy
69,100
+2,746
+4% +$261K 5.86% 8
2023
Q3 		$6.24M Buy
66,354
+5,532
+9% +$533K 5.5% 10
2023
Q2 		$5.96M Buy
+60,822
New +$6.01M 4.91% 10

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 $424B AUM 22.96% 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

Cosner Financial Group's AGG Position: Q1 2026 in Review

Cosner Financial Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.36% in Q1 2026, selling an estimated $38.1K and leaving 106,589 shares worth $10.6M. The position accounts for 5.81% of the portfolio, ranked #9.

Cosner Financial Group first reported a position in AGG in Q2 2023 and has held it in 12 quarters since. The position peaked at $10.7M in Q4 2025. 2,074 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Cosner Financial Group held 106,589 shares of iShares Core US Aggregate Bond ETF worth $10.6M as of Q1 2026.
  • Cosner Financial Group sold 381 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $38.1K.
  • iShares Core US Aggregate Bond ETF made up 5.81% of Cosner Financial Group's portfolio in Q1 2026, its #9 holding.
  • Cosner Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • Cosner Financial Group's iShares Core US Aggregate Bond ETF position peaked at $10.7M in Q4 2025.
  • 2,074 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Cosner Financial Group's 13F filing for Q1 2026, filed 1 May 2026.