Cornerstone Planning Group
TLT icon

Cornerstone Planning Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Cornerstone Planning Group’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-615
Closed -$51.3K – 1553
2026
Q2 		$51.3K Buy
615
+340
+124% +$29.2K 0.01% 400
2026
Q1 		$23.4K Sell
275
-59
-18% -$5.19K ﹤0.01% 623
2025
Q4 		$29.2K Sell
334
-109
-25% -$9.7K ﹤0.01% 483
2025
Q3 		$40.1K Buy
443
+279
+170% +$24.4K 0.01% 392
2025
Q2 		$14.4K Sell
164
-1,056
-87% -$92.1K ﹤0.01% 480
2025
Q1 		$107K Buy
1,220
+622
+104% +$55.4K 0.03% 135
2024
Q4 		$52.8K Sell
598
-145
-20% -$13.3K 0.01% 180
2024
Q3 		$68.4K Sell
743
-462
-38% -$44.6K 0.02% 151
2024
Q2 		$119K Sell
1,205
-237
-16% -$21.6K 0.03% 120
2024
Q1 		$130K Sell
1,442
-1,391
-49% -$132K 0.04% 102
2023
Q4 		$280K Sell
2,833
-1,191
-30% -$108K 0.09% 69
2023
Q3 		$357K Buy
4,024
+3,358
+504% +$323K 0.14% 58
2023
Q2 		$68.6K Buy
+666
New +$69.1K 0.03% 190
2022
Q4 		$88.7K Buy
+822
New +$82.8K 0.04% 172

Other funds holding TLT

First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Strong Tower Advisory Services
Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return
Sanders Morris Harris
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
FORM Wealth Advisors
FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

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

Cornerstone Planning Group sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2026, closing a stake of 615 shares — an estimated $51.3K sold.

Cornerstone Planning Group first reported a position in TLT in Q4 2022 and held it in 14 quarters. The position peaked at $357K in Q3 2023. 227 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • Cornerstone Planning Group reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 615 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $51.3K.
  • Cornerstone Planning Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's iShares 20+ Year Treasury Bond ETF position peaked at $357K in Q3 2023.
  • 227 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

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