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

Creative 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
2023 Q1	–	Sell	-7,500	Closed	-$21.8K	–	2777
2022 Q4	$21.8K	Buy	+7,500	New	+$756K	﹤0.01%	2309
2022 Q2	–	Sell	-300	Closed	-$1K	–	2535
2022 Q1	$1K	Buy	+300	New	+$41.4K	﹤0.01%	2337
2021 Q2	–	Sell	-51,000	Closed	-$10K	–	2551
2021 Q1	$10K	Buy	51,000 +29,800	+141%	+$4.32M	﹤0.01%	2479
2020 Q4	$39K	Buy	21,200 +17,100	+417%	+$2.72M	﹤0.01%	2127
2020 Q3	$1K	Buy	4,100 +1,800	+78%	+$299K	﹤0.01%	2131
2020 Q2	$2K	Buy	+2,300	New	+$379K	﹤0.01%	1962
2020 Q1	–	Sell	-800	Closed	-$1K	–	2075
2019 Q4	$1K	Buy	+800	New	+$111K	﹤0.01%	1984
2019 Q3	–	Sell	-1,300	Closed	-$1K	–	2107
2019 Q2	$1K	Buy	1,300 +500	+63%	+$63.5K	﹤0.01%	2008
2019 Q1	$2K	Buy	+800	New	+$97.3K	﹤0.01%	1938

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning's TLT Position: Q2 2026 in Review

Creative Planning reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 12% in Q2 2026, selling an estimated $407K and leaving 34,873 shares worth $3.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1781.

Creative Planning first reported a position in TLT in Q2 2013 and has held it in 52 quarters since. The position peaked at $22.5M in Q3 2016. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Creative Planning held 34,873 shares of iShares 20+ Year Treasury Bond ETF worth $3.01M as of Q2 2026.
Creative Planning sold 4,735 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $407K.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1781 holding.
Creative Planning first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2013 and has held it in 52 quarters since.
Creative Planning's iShares 20+ Year Treasury Bond ETF position peaked at $22.5M in Q3 2016.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.