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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$23.4K	Sell	275 -59	-18%	-$5.19K	﹤0.01%	623
2025 Q4	$29.3K	Sell	334 -109	-25%	-$9.75K	﹤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