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

Center for 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	–	Sell	-58	Closed	-$5.06K	–	720
2025 Q4	$5.06K	Sell	58 -442	-88%	-$39.5K	﹤0.01%	556
2025 Q3	$44.7K	Buy	+500	New	+$43.7K	﹤0.01%	319
2025 Q2	–	Sell	-22	Closed	-$2K	–	716
2025 Q1	$2K	Buy	+22	New	+$1.96K	﹤0.01%	584
2022 Q4	–	Sell	-8	Closed	-$1K	–	659
2022 Q3	$1K	Buy	+8	New	+$901	﹤0.01%	622

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Center for Financial Planning's TLT Position: Q1 2026 in Review

Center for Financial Planning sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 58 shares — an estimated $5.06K sold.

Center for Financial Planning first reported a position in TLT in Q3 2022 and held it in 4 quarters. The position peaked at $44.7K in Q3 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Center for Financial Planning reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Center for Financial Planning sold 58 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $5.06K.
Center for Financial Planning first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2022 and held it in 4 quarters.
Center for Financial Planning's iShares 20+ Year Treasury Bond ETF position peaked at $44.7K in Q3 2025.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.