Cornerstone Planning Group’s iShares Short Treasury Bond ETF SHV Stock Holding History

Cornerstone Planning Group’s Portfolio SHV Stock Details SHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.1K	Hold
2025 Q1	$5.08K	Buy
2024 Q4	–	Sell
2024 Q3	$228	Sell
2024 Q2	$225	Sell
2024 Q1	$882	Buy
2023 Q4	$881	Hold
2023 Q3	$884	Sell
2023 Q2	$3.87K	Buy
2022 Q4	$7.6K	Buy