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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
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% -$39.9K 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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM

Cornerstone Planning Group's GOVT Position: Q2 2026 in Review

Cornerstone Planning Group increased its iShares US Treasury Bond ETF (GOVT) stake by 17% in Q2 2026, buying an estimated $648K and bringing the position to 194,584 shares worth $4.38M. The position accounts for 0.55% of the portfolio, ranked #27.

Cornerstone Planning Group first reported a position in GOVT in Q4 2022 and has held it in 14 quarters since. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Cornerstone Planning Group held 194,584 shares of iShares US Treasury Bond ETF worth $4.38M as of Q2 2026.
  • Cornerstone Planning Group bought 28,442 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $648K.
  • iShares US Treasury Bond ETF made up 0.55% of Cornerstone Planning Group's portfolio in Q2 2026, its #27 holding.
  • Cornerstone Planning Group first reported a position in iShares US Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • 957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.