Cornerstone Planning Group LLC ISHARES HIGH YIELD MUNI ACTIVE ETF Transaction History

Cornerstone Planning Group LLC

  • $490 Billion
  • Q2 2025
Number of Shares
138
Previous 185 25.41%
Holding current value
$6.59 Million
Previous $8.88 Million 25.8%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
N/A
-47 Reduced 25.41%
138 $6.59 Million
Q1 2025

Apr 30, 2025
BUY
N/A
185 New
185 $8.88 Million
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