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Cornerstone Retirement Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Cornerstone Retirement Group’s Portfolio GOVT Stock Details GOVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$283K Sell
12,859
-25
-0.2% -$563 0.08% 24
2023
Q2 		$295K Buy
12,884
+68
+0.5% +$1.58K 0.08% 13
2023
Q1 		$300K Buy
+12,816
New +$296K 0.09% 9

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Cornerstone Retirement Group's GOVT Position: Q3 2023 in Review

Cornerstone Retirement Group reduced its iShares US Treasury Bond ETF (GOVT) stake by 0.19% in Q3 2023, selling an estimated $563 and leaving 12,859 shares worth $283K. The position accounts for 0.08% of the portfolio, ranked #24.

Cornerstone Retirement Group first reported a position in GOVT in Q1 2023 and has held it in 3 quarters since. The position peaked at $300K in Q1 2023. 653 funds tracked by Wall St. Rank hold GOVT as of Q3 2023.

  • Cornerstone Retirement Group held 12,859 shares of iShares US Treasury Bond ETF worth $283K as of Q3 2023.
  • Cornerstone Retirement Group sold 25 iShares US Treasury Bond ETF shares in Q3 2023, an estimated $563.
  • iShares US Treasury Bond ETF made up 0.08% of Cornerstone Retirement Group's portfolio in Q3 2023, its #24 holding.
  • Cornerstone Retirement Group first reported a position in iShares US Treasury Bond ETF in Q1 2023 and has held it in 3 quarters since.
  • Cornerstone Retirement Group's iShares US Treasury Bond ETF position peaked at $300K in Q1 2023.
  • 653 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2023.

Based on Cornerstone Retirement Group's 13F filing for Q3 2023, filed 26 Oct 2023.