Cornerstone Planning’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Cornerstone Planning’s Portfolio SGOV Stock Details SGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-233,438	Closed	-$5.47M	–	148
2025 Q4	$5.47M	Buy	+233,438	New	+$23.5M	1.27%	24

Other funds holding SGOV

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

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

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

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

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cornerstone Planning's SGOV Position: Q1 2026 in Review

Cornerstone Planning sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q1 2026, closing a stake of 233,438 shares — an estimated $5.47M sold.

Cornerstone Planning first reported a position in SGOV in Q4 2025 and held it in 1 quarter. The position peaked at $5.47M in Q4 2025. 1,218 funds tracked by Wall St. Rank hold SGOV as of Q1 2026.

Cornerstone Planning reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Cornerstone Planning sold 233,438 iShares 0-3 Month Treasury Bond ETF shares in Q1 2026, an estimated $5.47M.
Cornerstone Planning first reported a position in iShares 0-3 Month Treasury Bond ETF in Q4 2025 and held it in 1 quarter.
Cornerstone Planning's iShares 0-3 Month Treasury Bond ETF position peaked at $5.47M in Q4 2025.
1,218 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q1 2026.

Based on Cornerstone Planning's 13F filing for Q1 2026, filed 11 May 2026.