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Cornerstone Retirement Group, Inc.

SEC CIK
0001791803
Latest filing
Oct 26, 2023

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Aug 4, 2021. Long positions only; changes compare share counts with Q1 2021.

Institution overview
Positions
2
0 vs. Q1 2021
Portfolio value
$480.2M
+$26.2M (+5.8%) vs. Q1 2021
Filed
Aug 4, 2021
SEC
Holdings of Cornerstone Retirement Group, Inc. in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF2,411,231$266.4M55.5%+94,060+4.1%Added–
SPYSPDR S&P 500 ETF TrustETF487,105$213.8M44.5%+14,892+3.2%AddedHistory