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Cornerstone Planning Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Cornerstone Planning Group’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-329
Closed -$27K – 1180
2023
Q4 		$27K Buy
329
+302
+1,119% +$24.5K 0.01% 279
2023
Q3 		$2.19K Buy
+27
New +$2.19K ﹤0.01% 641
2022
Q4 		$5.57K Buy
+68
New +$5.52K ﹤0.01% 848

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cornerstone Planning Group's SHY Position: Q1 2024 in Review

Cornerstone Planning Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2024, closing a stake of 329 shares — an estimated $27K sold.

Cornerstone Planning Group first reported a position in SHY in Q4 2022 and held it in 3 quarters. The position peaked at $27K in Q4 2023. 1,105 funds tracked by Wall St. Rank hold SHY as of Q1 2024.

  • Cornerstone Planning Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Cornerstone Planning Group sold 329 iShares 1-3 Year Treasury Bond ETF shares in Q1 2024, an estimated $27K.
  • Cornerstone Planning Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and held it in 3 quarters.
  • Cornerstone Planning Group's iShares 1-3 Year Treasury Bond ETF position peaked at $27K in Q4 2023.
  • 1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2024.

Based on Cornerstone Planning Group's 13F filing for Q1 2024, filed 7 May 2024.