CPC
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Consolidated Planning Corp’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Consolidated Planning Corp’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
-2,649
Closed -$231K – 212
2025
Q4 		$231K Buy
2,649
+58
+2% +$5.19K 0.02% 192
2025
Q3 		$232K Hold
2,591
– – 0.02% 178
2025
Q2 		$229K Sell
2,591
-232
-8% -$20.2K 0.03% 181
2025
Q1 		$257K Sell
2,823
-1,028
-27% -$91.5K 0.04% 165
2024
Q4 		$336K Sell
3,851
-237
-6% -$21.8K 0.05% 157
2024
Q3 		$401K Buy
4,088
+51
+1% +$4.92K 0.06% 137
2024
Q2 		$370K Sell
4,037
-367,067
-99% -$33.4M 0.06% 126
2024
Q1 		$35.1M Buy
371,104
+20,919
+6% +$1.98M 6% 1
2023
Q4 		$34.6M Buy
350,185
+325,479
+1,317% +$29.4M 6.45% 2
2023
Q3 		$2.19M Buy
24,706
+3,103
+14% +$298K 0.49% 58
2023
Q2 		$2.22M Buy
21,603
+18,742
+655% +$1.94M 0.47% 60
2023
Q1 		$304K Buy
+2,861
New +$299K 0.08% 98
2022
Q4 		– Sell
-100,480
Closed -$10.3M – 128
2022
Q3 		$10.3M Buy
100,480
+432
+0.4% +$48.6K 3.21% 6
2022
Q2 		$11.5M Buy
+100,048
New +$11.8M 3.59% 4
2021
Q4 		– Sell
-65
Closed -$9K – 405
2021
Q3 		$9K Buy
+65
New +$9.65K 0.01% 317
2021
Q2 		– Sell
-146,369
Closed -$19.8M – 60
2021
Q1 		$19.8M Buy
146,369
+60,131
+70% +$8.72M 12.66% 2
2020
Q4 		$13.6M Sell
86,238
-59,180
-41% -$9.4M 8.86% 2
2020
Q3 		$23.7M Buy
+145,418
New +$24.1M 17.68% 2

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

Consolidated Planning Corp's TLT Position: Q1 2026 in Review

Consolidated Planning Corp sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 2,649 shares — an estimated $231K sold.

Consolidated Planning Corp first reported a position in TLT in Q3 2020 and held it in 18 quarters. The position peaked at $35.1M in Q1 2024. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Consolidated Planning Corp reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Consolidated Planning Corp sold 2,649 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $231K.
  • Consolidated Planning Corp first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2020 and held it in 18 quarters.
  • Consolidated Planning Corp's iShares 20+ Year Treasury Bond ETF position peaked at $35.1M in Q1 2024.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.