W.H. Cornerstone Investments’s iShares US Treasury Bond ETF GOVT Stock Holding History

W.H. Cornerstone Investments’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
2024 Q2	–	Sell	-9,642	Closed	-$220K	–	127
2024 Q1	$220K	Sell	9,642 -3,573	-27%	-$81.2K	0.16%	124
2023 Q4	$304K	Sell	13,215 -16,854	-56%	-$375K	0.24%	101
2023 Q3	$663K	Sell	30,069 -33,550	-53%	-$755K	0.58%	57
2023 Q2	$1.46M	Buy	63,619 +21,941	+53%	+$509K	1.3%	18
2023 Q1	$974K	Sell	41,678 -42,753	-51%	-$987K	0.88%	38
2022 Q4	$1.97M	Sell	84,431 -17,233	-17%	-$392K	1.87%	10
2022 Q3	$2.29M	Buy	+101,664	New	+$2.41M	2.42%	8

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

W.H. Cornerstone Investments's GOVT Position: Q2 2024 in Review

W.H. Cornerstone Investments sold out of iShares US Treasury Bond ETF (GOVT) in Q2 2024, closing a stake of 9,642 shares — an estimated $220K sold.

W.H. Cornerstone Investments first reported a position in GOVT in Q3 2022 and held it in 7 quarters. The position peaked at $2.29M in Q3 2022. 692 funds tracked by Wall St. Rank hold GOVT as of Q2 2024.

W.H. Cornerstone Investments reported no remaining iShares US Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
W.H. Cornerstone Investments sold 9,642 iShares US Treasury Bond ETF shares in Q2 2024, an estimated $220K.
W.H. Cornerstone Investments first reported a position in iShares US Treasury Bond ETF in Q3 2022 and held it in 7 quarters.
W.H. Cornerstone Investments's iShares US Treasury Bond ETF position peaked at $2.29M in Q3 2022.
692 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2024.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2024, filed 17 Jul 2024.