Cornerstone National Bank & Trust’s iShares US Treasury Bond ETF GOVT Stock Holding History

Cornerstone National Bank & Trust’s Portfolio GOVT Stock Details GOVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.87M	Sell	259,263 -91,115	-26%	-$2.08M	1.98%	18
2026 Q1	$8M	Sell	350,378 -36,392	-9%	-$839K	2.95%	10
2025 Q4	$8.91M	Buy	386,770 +57,856	+18%	+$1.34M	3.55%	9
2025 Q3	$7.6M	Buy	328,914 +19,931	+6%	+$457K	3.1%	9
2025 Q2	$7.1M	Sell	308,983 -1,910	-0.6%	-$43.5K	3.05%	10
2025 Q1	$7.15M	Sell	310,893 -1,395	-0.4%	-$31.6K	3.2%	8
2024 Q4	$7.18M	Sell	312,288 -10,720	-3%	-$245K	3.3%	10
2024 Q3	$7.57M	Sell	323,008 -26,047	-7%	-$603K	3.42%	10
2024 Q2	$7.88M	Buy	349,055 +21,646	+7%	+$485K	3.87%	8
2024 Q1	$7.46M	Buy	327,409 +50,248	+18%	+$1.14M	3.76%	9
2023 Q4	$6.39M	Sell	277,161 -33,072	-11%	-$736K	3.42%	8
2023 Q3	$6.84M	Sell	310,233 -6,872	-2%	-$155K	4.2%	7
2023 Q2	$7.26M	Sell	317,105 -8,405	-3%	-$195K	4.2%	8
2023 Q1	$7.61M	Sell	325,510 -6,806	-2%	-$157K	4.15%	7
2022 Q4	$7.55M	Sell	332,316 -147,883	-31%	-$3.36M	4.22%	7
2022 Q3	$10.9M	Sell	480,199 -211,092	-31%	-$5M	5.99%	7
2022 Q2	$16.5M	Sell	691,291 -26,809	-4%	-$645K	8.27%	3
2022 Q1	$17.9M	Buy	718,100 +326,231	+83%	+$8.35M	7.88%	3
2021 Q4	$10.5M	Sell	391,869 -60,174	-13%	-$1.59M	4.58%	7
2021 Q3	$12M	Buy	452,043 +12,052	+3%	+$323K	5.29%	6
2021 Q2	$11.7M	Buy	439,991 +25,450	+6%	+$672K	5.12%	6
2021 Q1	$10.9M	Buy	414,541 +98,592	+31%	+$2.63M	5.1%	6
2020 Q4	$8.61M	Buy	315,949 +41,226	+15%	+$1.14M	4.64%	7
2020 Q3	$7.68M	Buy	274,723 +13,179	+5%	+$370K	4.9%	8
2020 Q2	$7.32M	Buy	261,544 +29,544	+13%	+$826K	5.34%	5
2020 Q1	$6.5M	Buy	232,000 +43,092	+23%	+$1.16M	5.85%	7
2019 Q4	$4.9M	Buy	+188,908	New	+$4.93M	4.39%	8

Other funds holding GOVT

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cornerstone National Bank & Trust's GOVT Position: Q2 2026 in Review

Cornerstone National Bank & Trust reduced its iShares US Treasury Bond ETF (GOVT) stake by 26% in Q2 2026, selling an estimated $2.08M and leaving 259,263 shares worth $5.87M. The position accounts for 1.98% of the portfolio, ranked #18.

Cornerstone National Bank & Trust first reported a position in GOVT in Q4 2019 and has held it in 27 quarters since. The position peaked at $17.9M in Q1 2022. 456 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Cornerstone National Bank & Trust held 259,263 shares of iShares US Treasury Bond ETF worth $5.87M as of Q2 2026.
Cornerstone National Bank & Trust sold 91,115 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $2.08M.
iShares US Treasury Bond ETF made up 1.98% of Cornerstone National Bank & Trust's portfolio in Q2 2026, its #18 holding.
Cornerstone National Bank & Trust first reported a position in iShares US Treasury Bond ETF in Q4 2019 and has held it in 27 quarters since.
Cornerstone National Bank & Trust's iShares US Treasury Bond ETF position peaked at $17.9M in Q1 2022.
456 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Cornerstone National Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.