CWM
GOVT icon

Cornerstone Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Cornerstone Wealth Management’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
2021
Q1 		– Sell
-73,089
Closed -$1.99M – 465
2020
Q4 		$1.99M Buy
73,089
+4,792
+7% +$132K 0.25% 84
2020
Q3 		$1.91M Buy
68,297
+17,920
+36% +$502K 0.28% 71
2020
Q2 		$1.41M Sell
50,377
-56,607
-53% -$1.58M 0.23% 89
2020
Q1 		$3M Buy
106,984
+41,287
+63% +$1.11M 0.58% 30
2019
Q4 		$1.7M Buy
65,697
+6,846
+12% +$179K 0.28% 71
2019
Q3 		$1.55M Sell
58,851
-2,806
-5% -$73.3K 0.27% 72
2019
Q2 		$1.59M Buy
61,657
+21,344
+53% +$540K 0.29% 69
2019
Q1 		$1.61M Buy
40,313
+23,830
+145% +$593K 0.2% 125
2018
Q4 		$408K Buy
+16,483
New +$401K 0.09% 227
2018
Q1 		$583K Buy
23,725
+6,922
+41% +$171K 0.11% 181
2017
Q4 		$419K Sell
16,803
-2,187
-12% -$55K 0.08% 252
2017
Q3 		$476K Buy
18,990
+881
+5% +$22.3K 0.1% 210
2017
Q2 		$452K Sell
18,109
-821
-4% -$20.7K 0.1% 200
2017
Q1 		$471K Buy
+18,930
New +$473K 0.12% 177

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cornerstone Wealth Management's GOVT Position: Q1 2021 in Review

Cornerstone Wealth Management sold out of iShares US Treasury Bond ETF (GOVT) in Q1 2021, closing a stake of 73,089 shares — an estimated $1.99M sold.

Cornerstone Wealth Management first reported a position in GOVT in Q1 2017 and held it in 14 quarters. The position peaked at $3M in Q1 2020. 517 funds tracked by Wall St. Rank hold GOVT as of Q1 2021.

  • Cornerstone Wealth Management reported no remaining iShares US Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Cornerstone Wealth Management sold 73,089 iShares US Treasury Bond ETF shares in Q1 2021, an estimated $1.99M.
  • Cornerstone Wealth Management first reported a position in iShares US Treasury Bond ETF in Q1 2017 and held it in 14 quarters.
  • Cornerstone Wealth Management's iShares US Treasury Bond ETF position peaked at $3M in Q1 2020.
  • 517 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2021.

Based on Cornerstone Wealth Management's 13F filing for Q1 2021, filed 30 Apr 2021.