IBDT — ISHARES TR

Ownership history in Cornerstone Planning, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Cornerstone Planning, LLC reported a position in ISHARES TR (IBDT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.01% (2025 Q4)
Avg. % of fund
1.31%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 339,238 +273,968 +419.7% 2.01% $8.6M $25.27
2025 Q1 INITIATED 65,270 — — 0.62% $1.6M $24.13
% of Fund (quarterly)    IBDT price (monthly, adj. close)

Other funds also holding IBDT

As of 2025 Q4 — sorted by position size

Gratus Wealth Advisors, LLC 4.59% EIGHT 31 FINANCIAL, LLC 4.48% Peloton Wealth Strategists 3Y 7Y 3.85% ARCADIA INVESTMENT ADVISORS LLC 3.83% PFG Private Wealth Management, LLC 3Y 3.56% Windsor Capital Management, LLC 3Y 7Y 3.39% HENGEHOLD CAPITAL MANAGEMENT LLC 3Y 7Y 3.01% VIRGINIA WEALTH MANAGEMENT GROUP, INC. 3Y 2.98% Winthrop Partners - WNY, LLC 3Y 7Y 2.67% Summit Asset Management, LLC 3Y 7Y 2.62%
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