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Cornerstone Planning Group »

Ishares Tr esg 1 5 yr usd shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of Ishares Tr esg 1 5 yr usd (SUSB) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in Ishares Tr esg 1 5 yr usd

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr esg 1 5 yr usd 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 esg 1 5 yr usd by Cornerstone Planning Group

Quarter filed	Position value	Share count	Share price at filing
2026-06-30	$118k	4.8k	24.83

More positions owned by Cornerstone Planning Group

Invesco Nasdaq 100 Etf Exchange Traded Fund (QQQM)

Fidelity Enhanced International Etf Exchange Traded Fund (FENI)

Schwab Fundamental U.s. Large Company Etf Exchange Traded Fund (FNDX)

Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)

Ishares U.s. Smallcap Equity Factor Etf Exchange Traded Fund (SMLF)

Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)

Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)

Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)

Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)

Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)

First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)

Schwab Fundamental Emerging Markets Equity Etf Exchange Traded Fund (FNDE)

Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)

State Street Spdr S&p North American Natural Resources Etf Exchange Traded Fund (NANR)

Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)

View all positions for Cornerstone Planning Group

Top funds holding Ishares Tr esg 1 5 yr usd

Envestnet Asset Management

Goldman Sachs Group

Thrivent Financial for Lutherans

Jpmorgan Chase & Co

Envestnet Portfolio Solutions

EP Wealth Advisors

Royal Bank of Canada

Ameriprise Financial

Acorns Advisers

Wells Fargo & Company

Bank of New York Mellon

Savant Capital Management

Commonwealth Equity Services

View all funds holding Ishares Tr esg 1 5 yr usd

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