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Ishares Tr cmn shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of Ishares Tr cmn (GOVT) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by Cornerstone Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cmn by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $196k 8.8k 22.33
2023-12-31 $243k 11k 23.04
2023-09-30 $596k 27k 22.04
2023-06-30 $923k 40k 22.90
2022-12-31 $1.2M 50k 23.43

More positions owned by Cornerstone Planning Group

Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD)
Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR)
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)
Victoryshares Short-term Bond Etf Exchange Traded Fund (USTB)
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)
First Trust Emerging Markets Small Cap Alphadex Fund Exchange Traded Fund (FEMS)
Vanguard Mid-cap Value Etf Exchange Traded Fund (VOE)
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)
First Trust Materials Alphadex Fund Exchange Traded Fund (FXZ)
Ishares Russell 1000 Growth Etf Exchange Traded Fund (IWF)

View all positions for Cornerstone Planning Group

Top funds holding Ishares Tr cmn

Bank of America Corporation
LPL Financial
Branch Banking & Trust Company
Envestnet Asset Management
Hanson McClain Advisors
Pnc Financial Services
Assetmark
Goldman Sachs Group
Charles Schwab Investment Management
BlackRock
Fund Evaluation Group
Peavine Capital Management
Prime Capital Investment Advisors
Mutual Advisors
United Capital Financial Advisers

View all funds holding Ishares Tr cmn