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iShares Lehman Aggregate Bond shares owned by Cornerstone Financial Group

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Cornerstone Financial Group from 13F filings

Historical chart of Cornerstone Financial Group investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Cornerstone Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Cornerstone Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $265k 2.7k 99.88

More positions owned by Cornerstone Financial Group

Spdr Series Trust State Street Spd (SPTM)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Dimensional Etf Trust World Ex Us Core (DFAX)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr Series Trust State Street Spd (SPIB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Bd Index Fds Long Term Bond (BLV)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Cornerstone Financial Group

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
BlackRock
Us Bancorp
Mercer Global Advisors
Envestnet Asset Management
Betterment
Sagespring Wealth Partners
Northern Trust
Wealth Enhancement Advisory Services
Cetera Investment Advisers
Ameriprise Financial
Goldman Sachs Group
LPL Financial

View all funds holding iShares Lehman Aggregate Bond