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

Comprehensive 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 		$691 Hold
8
– – ﹤0.01% 374
2026
Q1 		$693 Hold
8
– – ﹤0.01% 358
2025
Q4 		$697 Hold
8
– – ﹤0.01% 390
2025
Q3 		$715 Hold
8
– – ﹤0.01% 322
2025
Q2 		$706 Hold
8
– – ﹤0.01% 313
2025
Q1 		$728 Hold
8
– – ﹤0.01% 305
2024
Q4 		$699 Buy
+8
New +$736 ﹤0.01% 333

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Comprehensive Financial Planning's TLT Position: Q2 2026 in Review

Comprehensive Financial Planning held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2026 at 8 shares worth $691. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Comprehensive Financial Planning first reported a position in TLT in Q4 2024 and has held it in 7 quarters since. The position peaked at $728 in Q1 2025. 1,043 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Comprehensive Financial Planning held 8 shares of iShares 20+ Year Treasury Bond ETF worth $691 as of Q2 2026.
  • Comprehensive Financial Planning left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #374 holding.
  • Comprehensive Financial Planning first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Comprehensive Financial Planning's iShares 20+ Year Treasury Bond ETF position peaked at $728 in Q1 2025.
  • 1,043 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.