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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
Q2 		$823K Sell
8,315
-130,333
-94% -$12.9M 0.12% 54
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 $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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 $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cynosure Group's AGG Position: Q2 2026 in Review

Cynosure Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 94% in Q2 2026, selling an estimated $12.9M and leaving 8,315 shares worth $823K. The position accounts for 0.12% of the portfolio, ranked #54.

Cynosure Group first reported a position in AGG in Q2 2023 and has held it in 13 quarters since. The position peaked at $13.8M in Q1 2026. 2,091 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Cynosure Group held 8,315 shares of iShares Core US Aggregate Bond ETF worth $823K as of Q2 2026.
  • Cynosure Group sold 130,333 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $12.9M.
  • iShares Core US Aggregate Bond ETF made up 0.12% of Cynosure Group's portfolio in Q2 2026, its #54 holding.
  • Cynosure Group first reported a position in iShares Core US Aggregate Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Cynosure Group's iShares Core US Aggregate Bond ETF position peaked at $13.8M in Q1 2026.
  • 2,091 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Cynosure Group's 13F filing for Q2 2026, filed 5 Aug 2026.