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Cornerstone Wealth Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Cornerstone Wealth Management’s Portfolio TLH Stock Details TLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,961
Closed -$214K – 603
2024
Q3 		$214K Sell
1,961
-14
-0.7% -$1.5K 0.02% 531
2024
Q2 		$203K Sell
1,975
-263
-12% -$26.8K 0.02% 524
2024
Q1 		$235K Buy
2,238
+14
+0.6% +$1.47K 0.02% 483
2023
Q4 		$241K Buy
+2,224
New +$223K 0.02% 461

Other funds holding TLH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Cornerstone Wealth Management's TLH Position: Q4 2024 in Review

Cornerstone Wealth Management sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2024, closing a stake of 1,961 shares — an estimated $214K sold.

Cornerstone Wealth Management first reported a position in TLH in Q4 2023 and held it in 4 quarters. The position peaked at $241K in Q4 2023. 482 funds tracked by Wall St. Rank hold TLH as of Q4 2024.

  • Cornerstone Wealth Management reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Cornerstone Wealth Management sold 1,961 iShares 10-20 Year Treasury Bond ETF shares in Q4 2024, an estimated $214K.
  • Cornerstone Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2023 and held it in 4 quarters.
  • Cornerstone Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $241K in Q4 2023.
  • 482 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2024.

Based on Cornerstone Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.