Cornerstone Planning Group
GOVT icon

Cornerstone Planning Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Cornerstone Planning Group’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
Q3 		$4.13M Sell
188,678
-5,906
-3% -$132K 0.51% 29
2026
Q2 		$4.38M Buy
194,584
+28,442
+17% +$648K 0.55% 27
2026
Q1 		$3.78M Buy
166,142
+134,002
+417% +$3.09M 0.5% 31
2025
Q4 		$740K Buy
32,140
+6,750
+27% +$156K 0.12% 69
2025
Q3 		$589K Buy
25,390
+23,426
+1,193% +$537K 0.09% 80
2025
Q2 		$45.1K Sell
1,964
-315
-14% -$7.17K 0.01% 255
2025
Q1 		$51.9K Sell
2,279
-102
-4% -$2.31K 0.01% 232
2024
Q4 		$53.8K Sell
2,381
-197
-8% -$4.5K 0.01% 178
2024
Q3 		$58.9K Sell
2,578
-2,177
-46% -$50.4K 0.02% 172
2024
Q2 		$111K Sell
4,755
-4,042
-46% -$90.6K 0.03% 124
2024
Q1 		$196K Sell
8,797
-1,753
-17% -$39.8K 0.06% 75
2023
Q4 		$243K Sell
10,550
-16,504
-61% -$367K 0.08% 74
2023
Q3 		$596K Sell
27,054
-13,254
-33% -$298K 0.23% 38
2023
Q2 		$923K Buy
+40,308
New +$935K 0.36% 30
2022
Q4 		$1.18M Buy
+50,287
New +$1.14M 0.49% 39

Other funds holding GOVT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Northland Capital Management
Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Johnson Bixby & Associates
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Cornerstone Planning Group's GOVT Position: Q3 2026 in Review

Cornerstone Planning Group reduced its iShares US Treasury Bond ETF (GOVT) stake by 3% in Q3 2026, selling an estimated $132K and leaving 188,678 shares worth $4.13M. The position accounts for 0.51% of the portfolio, ranked #29.

Cornerstone Planning Group first reported a position in GOVT in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.38M in Q2 2026. 228 funds tracked by Wall St. Rank hold GOVT as of Q3 2026.

  • Cornerstone Planning Group held 188,678 shares of iShares US Treasury Bond ETF worth $4.13M as of Q3 2026.
  • Cornerstone Planning Group sold 5,906 iShares US Treasury Bond ETF shares in Q3 2026, an estimated $132K.
  • iShares US Treasury Bond ETF made up 0.51% of Cornerstone Planning Group's portfolio in Q3 2026, its #29 holding.
  • Cornerstone Planning Group first reported a position in iShares US Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Cornerstone Planning Group's iShares US Treasury Bond ETF position peaked at $4.38M in Q2 2026.
  • 228 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.