Cornerstone Planning Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5K | Sell |
164
-1,056
| -87% | -$93K | ﹤0.01% | 480 |
|
|
2025
Q1 | $107K | Buy |
1,220
+622
| +104% | +$54.3K | 0.03% | 135 |
|
|
2024
Q4 | $52.8K | Sell |
598
-145
| -20% | -$12.8K | 0.01% | 180 |
|
|
2024
Q3 | $68.4K | Sell |
743
-462
| -38% | -$42.5K | 0.02% | 151 |
|
|
2024
Q2 | $119K | Sell |
1,205
-237
| -16% | -$23.4K | 0.03% | 120 |
|
|
2024
Q1 | $130K | Sell |
1,442
-1,391
| -49% | -$125K | 0.04% | 102 |
|
|
2023
Q4 | $280K | Sell |
2,833
-1,191
| -30% | -$118K | 0.09% | 69 |
|
|
2023
Q3 | $357K | Buy |
4,024
+3,358
| +504% | +$298K | 0.14% | 58 |
|
|
2023
Q2 | $68.6K | Buy |
+666
| New | +$68.6K | 0.03% | 190 |
|
|
2022
Q4 | $88.7K | Buy |
+822
| New | +$88.7K | 0.04% | 172 |
|