Cornerstone Planning Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
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