Cornerstone Wealth Management’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 | $317K | Sell |
3,657
-118
| -3% | -$10.4K | 0.02% | 562 |
|
|
2025
Q4 | $329K | Buy |
3,775
+138
| +4% | +$12.3K | 0.02% | 519 |
|
|
2025
Q3 | $325K | Buy |
3,637
+782
| +27% | +$68.4K | 0.02% | 506 |
|
|
2025
Q2 | $252K | Sell |
2,855
-20
| -0.7% | -$1.74K | 0.02% | 558 |
|
|
2025
Q1 | $262K | Sell |
2,875
-907
| -24% | -$80.7K | 0.02% | 509 |
|
|
2024
Q4 | $330K | Buy |
3,782
+201
| +6% | +$18.5K | 0.02% | 439 |
|
|
2024
Q3 | $351K | Buy |
+3,581
| New | +$345K | 0.02% | 422 |
|
|
2023
Q4 | – | Sell |
-3,355
| Closed | -$297K | – | 568 |
|
|
2023
Q3 | $297K | Buy |
3,355
+1,080
| +47% | +$104K | 0.03% | 419 |
|
|
2023
Q2 | $234K | Sell |
2,275
-74
| -3% | -$7.68K | 0.02% | 455 |
|
|
2023
Q1 | $250K | Buy |
+2,349
| New | +$246K | 0.02% | 408 |
|
|
2022
Q3 | $236K | Buy |
+2,304
| New | +$259K | 0.03% | 391 |
|
|
2022
Q1 | – | Sell |
-2,381
| Closed | -$351K | – | 525 |
|
|
2021
Q4 | $351K | Sell |
2,381
-61
| -2% | -$8.99K | 0.03% | 356 |
|
|
2021
Q3 | $352K | Buy |
2,442
+929
| +61% | +$138K | 0.04% | 328 |
|
|
2021
Q2 | $218K | Buy |
+1,513
| New | +$211K | 0.02% | 436 |
|
|
2021
Q1 | – | Sell |
-2,497
| Closed | -$394K | – | 483 |
|
|
2020
Q4 | $394K | Buy |
2,497
+150
| +6% | +$23.8K | 0.05% | 284 |
|
|
2020
Q3 | $383K | Buy |
+2,347
| New | +$389K | 0.06% | 253 |
|
|
2020
Q1 | – | Sell |
-2,436
| Closed | -$330K | – | 376 |
|
|
2019
Q4 | $330K | Sell |
2,436
-38
| -2% | -$5.29K | 0.05% | 256 |
|
|
2019
Q3 | $354K | Buy |
2,474
+645
| +35% | +$89.6K | 0.06% | 249 |
|
|
2019
Q2 | $244K | Buy |
1,829
+817
| +81% | +$104K | 0.04% | 310 |
|
|
2019
Q1 | $205K | Buy |
+1,012
| New | +$123K | 0.02% | 479 |
|
|
2018
Q4 | – | Sell |
-610,913
| Closed | -$4.93M | – | 1072 |
|
|
2018
Q3 | $4.93M | Sell |
610,913
-219,370
| -26% | -$26.3M | 0.06% | 294 |
|
|
2018
Q2 | $6.84M | Buy |
830,283
+827,657
| +31,518% | +$99M | 0.08% | 259 |
|
|
2018
Q1 | $321K | Sell |
2,626
-3,774
| -59% | -$456K | 0.06% | 284 |
|
|
2017
Q4 | $808K | Buy |
6,400
+1,473
| +30% | +$185K | 0.15% | 137 |
|
|
2017
Q3 | $610K | Buy |
4,927
+196
| +4% | +$24.6K | 0.13% | 162 |
|
|
2017
Q2 | $584K | Buy |
4,731
+2,373
| +101% | +$293K | 0.13% | 153 |
|
|
2017
Q1 | $289K | Sell |
2,358
-510
| -18% | -$61.2K | 0.07% | 257 |
|
|
2016
Q4 | $343K | Sell |
2,868
-2,924
| -50% | -$366K | 0.11% | 176 |
|
|
2016
Q3 | $783K | Buy |
+5,792
| New | +$804K | 0.29% | 66 |
|
|
2016
Q1 | $839K | Buy |
+6,413
| New | +$821K | 0.64% | 33 |
|
Other funds holding TLT
Cornerstone Wealth Management's TLT Position: Q1 2026 in Review
Cornerstone Wealth Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 3.1% in Q1 2026, selling an estimated $10.4K and leaving 3,657 shares worth $317K. The position accounts for 0.02% of the portfolio, ranked #562.
Cornerstone Wealth Management first reported a position in TLT in Q1 2016 and has held it in 30 quarters since. The position peaked at $6.84M in Q2 2018. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.
- Cornerstone Wealth Management held 3,657 shares of iShares 20+ Year Treasury Bond ETF worth $317K as of Q1 2026.
- Cornerstone Wealth Management sold 118 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $10.4K.
- iShares 20+ Year Treasury Bond ETF made up 0.02% of Cornerstone Wealth Management's portfolio in Q1 2026, its #562 holding.
- Cornerstone Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2016 and has held it in 30 quarters since.
- Cornerstone Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $6.84M in Q2 2018.
- 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.
Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.