Action Point Financial Planning’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Action Point Financial Planning’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	$473K	Buy	+5,474	New	+$470K	0.05%	271

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Action Point Financial Planning's TLT Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 5,474 shares worth $473K. The stake represents 0.05% of the portfolio and ranks #271 among its holdings.

1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Action Point Financial Planning held 5,474 shares of iShares 20+ Year Treasury Bond ETF worth $473K as of Q2 2026.
iShares 20+ Year Treasury Bond ETF was a new Action Point Financial Planning position in Q2 2026.
iShares 20+ Year Treasury Bond ETF made up 0.05% of Action Point Financial Planning's portfolio in Q2 2026, its #271 holding.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.