Cornerstone Planning Group’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.4M Sell
34,856
-3,568
-9% -$357K 0.43% 34
2026
Q1
$3.82M Buy
38,424
+1,523
+4% +$156K 0.51% 30
2025
Q4
$3.76M Buy
36,901
+2,390
+7% +$247K 0.59% 30
2025
Q3
$3.59M Buy
34,511
+33,888
+5,439% +$3.43M 0.57% 30
2025
Q2
$63.4K Sell
623
-46
-7% -$4.62K 0.01% 203
2025
Q1
$67.2K Buy
669
+645
+2,688% +$65.4K 0.02% 190
2024
Q4
$2.42K Hold
24
﹤0.01% 743
2024
Q3
$2.48K Sell
24
-1
-4% -$107 ﹤0.01% 719
2024
Q2
$2.63K Sell
25
-174
-87% -$17.7K ﹤0.01% 709
2024
Q1
$19.9K Sell
199
-418
-68% -$43.8K 0.01% 295
2023
Q4
$66.8K Sell
617
-146
-19% -$14.6K 0.02% 149
2023
Q3
$75.1K Sell
763
-1,356
-64% -$142K 0.03% 135
2023
Q2
$235K Buy
+2,119
New +$238K 0.09% 81
2022
Q4
$503K Buy
+4,343
New +$471K 0.21% 56

Other funds holding TLH

Cornerstone Planning Group's TLH Position: Q2 2026 in Review

Cornerstone Planning Group reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 9.3% in Q2 2026, selling an estimated $357K and leaving 34,856 shares worth $3.4M. The position accounts for 0.43% of the portfolio, ranked #34.

Cornerstone Planning Group first reported a position in TLH in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.82M in Q1 2026. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Cornerstone Planning Group held 34,856 shares of iShares 10-20 Year Treasury Bond ETF worth $3.4M as of Q2 2026.
  • Cornerstone Planning Group sold 3,568 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $357K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.43% of Cornerstone Planning Group's portfolio in Q2 2026, its #34 holding.
  • Cornerstone Planning Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's iShares 10-20 Year Treasury Bond ETF position peaked at $3.82M in Q1 2026.
  • 613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.