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

Cynosure 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 		$13.8M Buy
138,648
+3,989
+3% +$399K 1.72% 16
2025
Q4 		$13.4M Buy
134,659
+4,358
+3% +$437K 1.37% 16
2025
Q3 		$13.1M Buy
130,301
+10,285
+9% +$1.02M 1.42% 17
2025
Q2 		$11.9M Buy
120,016
+9,449
+9% +$926K 1.35% 17
2025
Q1 		$10.9M Buy
110,567
+12,239
+12% +$1.2M 1.51% 15
2024
Q4 		$9.53M Sell
98,328
-4,408
-4% -$434K 1.42% 16
2024
Q3 		$10.4M Sell
102,736
-14,223
-12% -$1.42M 1.52% 17
2024
Q2 		$11.4M Buy
116,959
+35,347
+43% +$3.41M 1.82% 11
2024
Q1 		$11.6M Buy
81,612
+33,389
+69% +$3.27M 2.08% 10
2023
Q4 		$4.79M Buy
48,223
+7,774
+19% +$740K 0.86% 23
2023
Q3 		$3.8M Sell
40,449
-610
-1% -$58.7K 1.17% 20
2023
Q2 		$4.02M Buy
+41,059
New +$4.06M 1.21% 21

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

Cynosure Group's AGG Position: Q1 2026 in Review

Cynosure Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 3% in Q1 2026, buying an estimated $399K and bringing the position to 138,648 shares worth $13.8M. The position accounts for 1.72% of the portfolio, ranked #16.

Cynosure Group first reported a position in AGG in Q2 2023 and has held it in 12 quarters since. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Cynosure Group held 138,648 shares of iShares Core US Aggregate Bond ETF worth $13.8M as of Q1 2026.
  • Cynosure Group bought 3,989 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $399K.
  • iShares Core US Aggregate Bond ETF made up 1.72% of Cynosure Group's portfolio in Q1 2026, its #16 holding.
  • Cynosure Group first reported a position in iShares Core US Aggregate Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.