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

Cornerstone Planning Group’s Portfolio TLH Stock Details TLH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.17M	Sell	34,420 -436	-1%	-$42.2K	0.39%	38
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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Cornerstone Planning Group's TLH Position: Q3 2026 in Review

Cornerstone Planning Group reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 1.3% in Q3 2026, selling an estimated $42.2K and leaving 34,420 shares worth $3.17M. The position accounts for 0.39% of the portfolio, ranked #38.

Cornerstone Planning Group first reported a position in TLH in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.82M in Q1 2026. 153 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

Cornerstone Planning Group held 34,420 shares of iShares 10-20 Year Treasury Bond ETF worth $3.17M as of Q3 2026.
Cornerstone Planning Group sold 436 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $42.2K.
iShares 10-20 Year Treasury Bond ETF made up 0.39% of Cornerstone Planning Group's portfolio in Q3 2026, its #38 holding.
Cornerstone Planning Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
Cornerstone Planning Group's iShares 10-20 Year Treasury Bond ETF position peaked at $3.82M in Q1 2026.
153 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.