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Ishares Tr cmn shares owned by W.H. Cornerstone Investments

Quarter-by-quarter ownership of Ishares Tr cmn (GOVT) shares owned by W.H. Cornerstone Investments from 13F filings

Historical chart of W.H. Cornerstone Investments investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by W.H. Cornerstone Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cmn by W.H. Cornerstone Investments

Quarter filed Position value Share count Share price at filing
2024-03-31 $220k 9.6k 22.82
2023-12-31 $304k 13k 23.00
2023-09-30 $663k 30k 22.05
2023-06-30 $1.5M 64k 22.90
2023-03-31 $974k 42k 23.37
2022-12-31 $2.0M 84k 23.29
2022-09-30 $2.3M 102k 22.57

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for W.H. Cornerstone Investments

Top funds holding Ishares Tr cmn

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

View all funds holding Ishares Tr cmn