Briaud Financial Planning
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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
Q3 		$269K Sell
3,439
-538
-14% -$44.4K 0.06% 34
2026
Q2 		$347K Hold
3,977
– – 0.09% 29
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 		$25.6M 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

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return
Vision Financial Markets
Vision Financial Markets Stamford, Connecticut $131M AUM 8.71% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Briaud Financial Planning's TLT Position: Q3 2026 in Review

Briaud Financial Planning reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 14% in Q3 2026, selling an estimated $44.4K and leaving 3,439 shares worth $269K. The position accounts for 0.06% of the portfolio, ranked #34.

Briaud Financial Planning first reported a position in TLT in Q4 2019 and has held it in 25 quarters since. The position peaked at $30.3M in Q4 2021. 309 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • Briaud Financial Planning held 3,439 shares of iShares 20+ Year Treasury Bond ETF worth $269K as of Q3 2026.
  • Briaud Financial Planning sold 538 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $44.4K.
  • iShares 20+ Year Treasury Bond ETF made up 0.06% of Briaud Financial Planning's portfolio in Q3 2026, its #34 holding.
  • Briaud Financial Planning first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and has held it in 25 quarters since.
  • Briaud Financial Planning's iShares 20+ Year Treasury Bond ETF position peaked at $30.3M in Q4 2021.
  • 309 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Briaud Financial Planning's 13F filing for Q3 2026, filed 20 Oct 2026.