CPG
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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-46
Closed -$5.1K – 1752
2025
Q2 		$5.1K Hold
46
– – ﹤0.01% 720
2025
Q1 		$5.08K Buy
+46
New +$5.07K ﹤0.01% 727
2024
Q4 		– Sell
-2
Closed -$228 – 1483
2024
Q3 		$228 Sell
2
-1
-33% -$110 ﹤0.01% 1222
2024
Q2 		$225 Sell
3
-6
-67% -$662 ﹤0.01% 1173
2024
Q1 		$882 Buy
9
+1
+13% +$110 ﹤0.01% 807
2023
Q4 		$881 Hold
8
– – ﹤0.01% 731
2023
Q3 		$884 Sell
8
-27
-77% -$2.98K ﹤0.01% 814
2023
Q2 		$3.87K Buy
+35
New +$3.86K ﹤0.01% 985
2022
Q4 		$7.6K Buy
+69
New +$7.58K ﹤0.01% 731

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return