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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
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 		$29.3K 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

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cornerstone Planning Group's TLT Position: Q2 2026 in Review

Cornerstone Planning Group increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 124% in Q2 2026, buying an estimated $29.2K and bringing the position to 615 shares worth $51.3K. The position accounts for 0.01% of the portfolio, ranked #400.

Cornerstone Planning Group first reported a position in TLT in Q4 2022 and has held it in 14 quarters since. The position peaked at $357K in Q3 2023. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Cornerstone Planning Group held 615 shares of iShares 20+ Year Treasury Bond ETF worth $51.3K as of Q2 2026.
  • Cornerstone Planning Group bought 340 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $29.2K.
  • iShares 20+ Year Treasury Bond ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #400 holding.
  • Cornerstone Planning Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's iShares 20+ Year Treasury Bond ETF position peaked at $357K in Q3 2023.
  • 1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.