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 $1.37T 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

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.