Creative Planning’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.43M | Buy |
39,608
+7,336
| +23% | +$645K | ﹤0.01% | 1471 |
|
|
2025
Q4 | $2.81M | Sell |
32,272
-49,914
| -61% | -$4.46M | ﹤0.01% | 1431 |
|
|
2025
Q3 | $7.34M | Sell |
82,186
-1,134
| -1% | -$99.2K | 0.01% | 697 |
|
|
2025
Q2 | $7.35M | Sell |
83,320
-17,864
| -18% | -$1.56M | 0.01% | 619 |
|
|
2025
Q1 | $9.21M | Buy |
101,184
+688
| +0.7% | +$61.2K | 0.01% | 511 |
|
|
2024
Q4 | $8.78M | Buy |
100,496
+6,949
| +7% | +$640K | 0.01% | 492 |
|
|
2024
Q3 | $9.18M | Buy |
93,547
+781
| +0.8% | +$75.3K | 0.01% | 461 |
|
|
2024
Q2 | $8.51M | Sell |
92,766
-13,721
| -13% | -$1.25M | 0.01% | 456 |
|
|
2024
Q1 | $10.1M | Sell |
106,487
-6,983
| -6% | -$660K | 0.01% | 407 |
|
|
2023
Q4 | $11.2M | Buy |
113,470
+36,645
| +48% | +$3.31M | 0.02% | 356 |
|
|
2023
Q3 | $6.81M | Buy |
76,825
+54,038
| +237% | +$5.19M | 0.01% | 445 |
|
|
2023
Q2 | $2.35M | Sell |
22,787
-7,764
| -25% | -$805K | ﹤0.01% | 746 |
|
|
2023
Q1 | $3.25M | Buy |
30,551
+19,750
| +183% | +$2.07M | ﹤0.01% | 619 |
|
|
2022
Q4 | $1.08M | Buy |
10,801
+5,608
| +108% | +$565K | ﹤0.01% | 993 |
|
|
2022
Q3 | $532K | Sell |
5,193
-498
| -9% | -$56.1K | ﹤0.01% | 1298 |
|
|
2022
Q2 | $654K | Sell |
5,691
-7,580
| -57% | -$893K | ﹤0.01% | 1168 |
|
|
2022
Q1 | $1.75M | Sell |
13,271
-148
| -1% | -$20.4K | ﹤0.01% | 758 |
|
|
2021
Q4 | $1.99M | Sell |
13,419
-9,769
| -42% | -$1.44M | ﹤0.01% | 691 |
|
|
2021
Q3 | $3.35M | Buy |
23,188
+12,070
| +109% | +$1.79M | 0.01% | 526 |
|
|
2021
Q2 | $1.6M | Sell |
11,118
-10,819
| -49% | -$1.51M | ﹤0.01% | 755 |
|
|
2021
Q1 | $2.97M | Buy |
21,937
+405
| +2% | +$58.7K | 0.01% | 562 |
|
|
2020
Q4 | $3.4M | Sell |
21,532
-5,771
| -21% | -$916K | 0.01% | 478 |
|
|
2020
Q3 | $4.46M | Buy |
27,303
+8,941
| +49% | +$1.48M | 0.01% | 334 |
|
|
2020
Q2 | $3.01M | Buy |
18,362
+3,532
| +24% | +$581K | 0.01% | 379 |
|
|
2020
Q1 | $2.45M | Buy |
14,830
+84
| +0.6% | +$12.5K | 0.01% | 376 |
|
|
2019
Q4 | $2M | Sell |
14,746
-17,545
| -54% | -$2.44M | 0.01% | 516 |
|
|
2019
Q3 | $4.62M | Buy |
32,291
+935
| +3% | +$130K | 0.02% | 298 |
|
|
2019
Q2 | $4.16M | Buy |
31,356
+18,802
| +150% | +$2.39M | 0.01% | 323 |
|
|
2019
Q1 | $1.59M | Sell |
12,554
-18,031
| -59% | -$2.19M | 0.01% | 549 |
|
|
2018
Q4 | $3.72M | Buy |
30,585
+5,407
| +21% | +$626K | 0.02% | 298 |
|
|
2018
Q3 | $2.95M | Sell |
25,178
-104
| -0.4% | -$12.5K | 0.01% | 382 |
|
|
2018
Q2 | $3.08M | Sell |
25,282
-47
| -0.2% | -$5.62K | 0.01% | 370 |
|
|
2018
Q1 | $3.09M | Sell |
25,329
-8,207
| -24% | -$991K | 0.01% | 355 |
|
|
2017
Q4 | $4.25M | Sell |
33,536
-1,336
| -4% | -$168K | 0.02% | 273 |
|
|
2017
Q3 | $4.35M | Sell |
34,872
-27
| -0.1% | -$3.39K | 0.02% | 263 |
|
|
2017
Q2 | $4.37M | Sell |
34,899
-36,394
| -51% | -$4.5M | 0.02% | 246 |
|
|
2017
Q1 | $8.61M | Sell |
71,293
-13,539
| -16% | -$1.62M | 0.05% | 149 |
|
|
2016
Q4 | $10.1M | Sell |
84,832
-78,976
| -48% | -$9.89M | 0.06% | 123 |
|
|
2016
Q3 | $22.5M | Buy |
163,808
+161,229
| +6,252% | +$22.4M | 0.14% | 72 |
|
|
2016
Q2 | $358K | Buy |
2,579
+1,141
| +79% | +$150K | ﹤0.01% | 941 |
|
|
2016
Q1 | $188K | Buy |
1,438
+406
| +39% | +$52K | ﹤0.01% | 1243 |
|
|
2015
Q4 | $124K | Buy |
1,032
+163
| +19% | +$19.9K | ﹤0.01% | 1500 |
|
|
2015
Q3 | $107K | Buy |
+869
| New | +$105K | ﹤0.01% | 1562 |
|
|
2015
Q2 | – | Sell |
-3,978
| Closed | -$520K | – | 2843 |
|
|
2015
Q1 | $520K | Buy |
3,978
+360
| +10% | +$47K | ﹤0.01% | 722 |
|
|
2014
Q4 | $456K | Buy |
3,618
+1,677
| +86% | +$203K | ﹤0.01% | 737 |
|
|
2014
Q3 | $226K | Buy |
1,941
+12
| +0.6% | +$1.38K | ﹤0.01% | 991 |
|
|
2014
Q2 | $219K | Buy |
1,929
+731
| +61% | +$81.5K | ﹤0.01% | 981 |
|
|
2014
Q1 | $131K | Hold |
1,198
| – | – | ﹤0.01% | 1228 |
|
|
2013
Q4 | $122K | Sell |
1,198
-115
| -9% | -$12K | ﹤0.01% | 1087 |
|
|
2013
Q3 | $140K | Sell |
1,313
-271
| -17% | -$28.7K | ﹤0.01% | 924 |
|
|
2013
Q2 | $175K | Buy |
+1,584
| New | +$186K | ﹤0.01% | 734 |
|
Other funds holding TLT
Creative Planning's TLT Position: Q1 2026 in Review
Creative Planning increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 23% in Q1 2026, buying an estimated $645K and bringing the position to 39,608 shares worth $3.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1471.
Creative Planning first reported a position in TLT in Q2 2013 and has held it in 51 quarters since. The position peaked at $22.5M in Q3 2016. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.
- Creative Planning held 39,608 shares of iShares 20+ Year Treasury Bond ETF worth $3.43M as of Q1 2026.
- Creative Planning bought 7,336 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $645K.
- iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1471 holding.
- Creative Planning first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2013 and has held it in 51 quarters since.
- Creative Planning's iShares 20+ Year Treasury Bond ETF position peaked at $22.5M in Q3 2016.
- 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.