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 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