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

Cornerstone Wealth 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
2025
Q2 		– Sell
-155,857
Closed -$14.2M – 333
2025
Q1 		$14.2M Buy
155,857
+12,763
+9% +$1.14M 1.17% 18
2024
Q4 		$12.5M Buy
143,094
+1,866
+1% +$172K 1.02% 17
2024
Q3 		$13.9M Buy
+141,228
New +$13.6M 1.15% 17
2023
Q3 		– Sell
-98,788
Closed -$10.2M – 154
2023
Q2 		$10.2M Buy
+98,788
New +$10.2M 1.84% 11
2023
Q1 		– Sell
-75,273
Closed -$7.49M – 155
2022
Q4 		$7.49M Buy
75,273
+12,034
+19% +$1.21M 1.42% 14
2022
Q3 		$6.48M Buy
+63,239
New +$7.12M 1.43% 16
2022
Q2 		– Sell
-17,391
Closed -$2.3M – 154
2022
Q1 		$2.3M Buy
+17,391
New +$2.4M 0.42% 83
2021
Q3 		– Sell
-64,868
Closed -$9.82M – 162
2021
Q2 		$9.82M Buy
+64,868
New +$9.05M 2% 10
2020
Q4 		– Sell
-38,483
Closed -$6.28M – 175
2020
Q3 		$6.28M Buy
38,483
+18,743
+95% +$3.11M 1.72% 11
2020
Q2 		$3.24M Buy
19,740
+15,442
+359% +$2.54M 0.81% 30
2020
Q1 		$709K Buy
+4,298
New +$641K 0.25% 68

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cornerstone Wealth Group's TLT Position: Q2 2025 in Review

Cornerstone Wealth Group sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025, closing a stake of 155,857 shares — an estimated $14.2M sold.

Cornerstone Wealth Group first reported a position in TLT in Q1 2020 and held it in 11 quarters. The position peaked at $14.2M in Q1 2025. 1,102 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

  • Cornerstone Wealth Group reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Cornerstone Wealth Group sold 155,857 iShares 20+ Year Treasury Bond ETF shares in Q2 2025, an estimated $14.2M.
  • Cornerstone Wealth Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2020 and held it in 11 quarters.
  • Cornerstone Wealth Group's iShares 20+ Year Treasury Bond ETF position peaked at $14.2M in Q1 2025.
  • 1,102 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2025.

Based on Cornerstone Wealth Group's 13F filing for Q2 2025, filed 28 Jul 2025.