CWM
TLT icon

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

Cornerstone Wealth Management’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 		$292K Sell
3,384
-273
-7% -$23.4K 0.01% 617
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
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

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 Wealth Management's TLT Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 7.5% in Q2 2026, selling an estimated $23.4K and leaving 3,384 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #617.

Cornerstone Wealth Management first reported a position in TLT in Q1 2016 and has held it in 29 quarters since. The position peaked at $839K in Q1 2016. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Cornerstone Wealth Management held 3,384 shares of iShares 20+ Year Treasury Bond ETF worth $292K as of Q2 2026.
  • Cornerstone Wealth Management sold 273 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $23.4K.
  • iShares 20+ Year Treasury Bond ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #617 holding.
  • Cornerstone Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2016 and has held it in 29 quarters since.
  • Cornerstone Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $839K in Q1 2016.
  • 1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.