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

Briaud 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
Q1 		$345K Hold
3,977
– – 0.09% 26
2025
Q4 		$347K Sell
3,977
-3,336
-46% -$298K 0.09% 24
2025
Q3 		$654K Buy
7,313
+1
+0% +$87 0.21% 16
2025
Q2 		$641K Sell
7,312
-206
-3% -$18K 0.25% 15
2025
Q1 		$680K Hold
7,518
– – 0.27% 14
2024
Q4 		$656K Buy
7,518
+70
+0.9% +$6.44K 0.27% 15
2024
Q3 		$732K Hold
7,448
– – 0.38% 11
2024
Q2 		$683K Sell
7,448
-1
-0% -$91 0.39% 11
2024
Q1 		$705K Buy
+7,449
New +$705K 0.4% 12
2023
Q4 		– Sell
-7,448
Closed -$660K – 148
2023
Q3 		$660K Sell
7,448
-2,390
-24% -$230K 0.53% 14
2023
Q2 		$1.01M Buy
9,838
+3,152
+47% +$327K 0.95% 11
2023
Q1 		$710K Buy
+6,686
New +$700K 0.67% 12
2022
Q3 		– Sell
-224,244
Closed -$25.8M – 30
2022
Q2 		$25.8M Buy
224,244
+3,384
+2% +$399K 16.89% 2
2022
Q1 		$29.2M Buy
220,860
+16,130
+8% +$2.22M 16.76% 2
2021
Q4 		$30.3M Buy
204,730
+114,632
+127% +$16.9M 16.49% 2
2021
Q3 		$13M Buy
90,098
+5,356
+6% +$795K 8.54% 3
2021
Q2 		$12.2M Buy
84,742
+64,309
+315% +$8.97M 8.14% 3
2021
Q1 		$2.77M Buy
20,433
+20,275
+12,832% +$2.94M 2.04% 6
2020
Q4 		$25.6K Sell
158
-167,449
-100% -$26.6M 16.34% 2
2020
Q3 		$27.4M Buy
167,607
+2,183
+1% +$362K 19.79% 2
2020
Q2 		$27.1M Buy
165,424
+162,716
+6,009% +$26.8M 20.72% 2
2020
Q1 		$447K Buy
2,708
+988
+57% +$147K 0.64% 9
2019
Q4 		$233K Buy
+1,720
New +$239K 0.24% 18

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Briaud Financial Planning's TLT Position: Q1 2026 in Review

Briaud Financial Planning held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q1 2026 at 3,977 shares worth $345K. The position accounts for 0.09% of the portfolio, ranked #26.

Briaud Financial Planning first reported a position in TLT in Q4 2019 and has held it in 23 quarters since. The position peaked at $30.3M in Q4 2021. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Briaud Financial Planning held 3,977 shares of iShares 20+ Year Treasury Bond ETF worth $345K as of Q1 2026.
  • Briaud Financial Planning left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 20+ Year Treasury Bond ETF made up 0.09% of Briaud Financial Planning's portfolio in Q1 2026, its #26 holding.
  • Briaud Financial Planning first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and has held it in 23 quarters since.
  • Briaud Financial Planning's iShares 20+ Year Treasury Bond ETF position peaked at $30.3M in Q4 2021.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Briaud Financial Planning's 13F filing for Q1 2026, filed 10 Apr 2026.