Blueprint Investment Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Blueprint Investment Partners’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 Q1	–	Sell	-16,258	Closed	-$1.42M	–	146
2025 Q4	$1.42M	Buy	16,258 +3,958	+32%	+$354K	0.15%	80
2025 Q3	$1.1M	Buy	+12,300	New	+$1.08M	0.15%	82
2025 Q1	–	Sell	-2,301	Closed	-$201K	–	193
2024 Q4	$201K	Sell	2,301 -1,934	-46%	-$178K	0.03%	194
2024 Q3	$415K	Buy	+4,235	New	+$408K	0.08%	118
2023 Q3	–	Sell	-4,867	Closed	-$501K	–	151
2023 Q2	$501K	Sell	4,867 -30,535	-86%	-$3.17M	0.18%	82
2023 Q1	$3.77M	Buy	+35,402	New	+$3.7M	0.86%	33
2022 Q2	–	Sell	-2,488	Closed	-$326K	–	216
2022 Q1	$326K	Sell	2,488 -1,497	-38%	-$206K	0.08%	131
2021 Q4	$591K	Buy	+3,985	New	+$587K	0.15%	109

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Blueprint Investment Partners's TLT Position: Q1 2026 in Review

Blueprint Investment Partners sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 16,258 shares — an estimated $1.42M sold.

Blueprint Investment Partners first reported a position in TLT in Q4 2021 and held it in 8 quarters. The position peaked at $3.77M in Q1 2023. 1,101 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Blueprint Investment Partners reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Blueprint Investment Partners sold 16,258 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $1.42M.
Blueprint Investment Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and held it in 8 quarters.
Blueprint Investment Partners's iShares 20+ Year Treasury Bond ETF position peaked at $3.77M in Q1 2023.
1,101 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Blueprint Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.