Cornerstone Planning Group’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.4K | Sell |
623
-46
| -7% | -$4.69K | 0.01% | 203 |
|
|
2025
Q1 | $67.2K | Buy |
669
+645
| +2,688% | +$64.8K | 0.02% | 190 |
|
|
2024
Q4 | $2.42K | Hold |
24
| – | – | ﹤0.01% | 743 |
|
|
2024
Q3 | $2.48K | Sell |
24
-1
| -4% | -$103 | ﹤0.01% | 719 |
|
|
2024
Q2 | $2.63K | Sell |
25
-174
| -87% | -$18.3K | ﹤0.01% | 709 |
|
|
2024
Q1 | $19.9K | Sell |
199
-418
| -68% | -$41.9K | 0.01% | 295 |
|
|
2023
Q4 | $66.8K | Sell |
617
-146
| -19% | -$15.8K | 0.02% | 149 |
|
|
2023
Q3 | $75.1K | Sell |
763
-1,356
| -64% | -$134K | 0.03% | 135 |
|
|
2023
Q2 | $235K | Buy |
+2,119
| New | +$235K | 0.09% | 81 |
|
|
2022
Q4 | $503K | Buy |
+4,343
| New | +$503K | 0.21% | 56 |
|