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 New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cornerstone Planning Group's SHV Position: Q3 2025 in Review

Cornerstone Planning Group sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2025, closing a stake of 46 shares — an estimated $5.1K sold.

Cornerstone Planning Group first reported a position in SHV in Q4 2022 and held it in 9 quarters. The position peaked at $7.6K in Q4 2022. 685 funds tracked by Wall St. Rank hold SHV as of Q3 2025.

Cornerstone Planning Group reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Cornerstone Planning Group sold 46 iShares 0-1 Year Treasury Bond ETF shares in Q3 2025, an estimated $5.1K.
Cornerstone Planning Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and held it in 9 quarters.
Cornerstone Planning Group's iShares 0-1 Year Treasury Bond ETF position peaked at $7.6K in Q4 2022.
685 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2025.

Based on Cornerstone Planning Group's 13F filing for Q3 2025, filed 4 Nov 2025.