Creative Planning
TLT icon

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
2022
Q3 		– Sell
-200
Closed -$2K – 2440
2022
Q2 		$2K Buy
+200
New +$23.6K ﹤0.01% 2256
2021
Q2 		– Sell
-800
Closed -$14K – 2552
2021
Q1 		$14K Buy
+800
New +$116K ﹤0.01% 2461

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

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.