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 $1.37T 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

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.