BFC Planning, Inc.’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

BFC Planning, Inc.’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
2026 Q2	$2.7M	Buy	31,241 +1,685	+6%	+$145K	0.11%	193
2026 Q1	$2.56M	Sell	29,556 -2,200	-7%	-$193K	0.11%	175
2025 Q4	$2.77M	Sell	31,756 -225	-0.7%	-$20.1K	0.12%	169
2025 Q3	$2.86M	Buy	31,981 +3,992	+14%	+$349K	0.21%	93
2025 Q2	$2.47M	Sell	27,989 -3,996	-12%	-$348K	0.19%	98
2025 Q1	$2.91M	Buy	31,985 +13,153	+70%	+$1.17M	0.26%	84
2024 Q4	$1.64M	Buy	+18,832	New	+$1.73M	0.14%	135

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 $308B AUM 40.94% 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

BFC Planning, Inc.'s TLT Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 5.7% in Q2 2026, buying an estimated $145K and bringing the position to 31,241 shares worth $2.7M. The position accounts for 0.11% of the portfolio, ranked #193.

BFC Planning, Inc. first reported a position in TLT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.91M in Q1 2025. 1,054 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

BFC Planning, Inc. held 31,241 shares of iShares 20+ Year Treasury Bond ETF worth $2.7M as of Q2 2026.
BFC Planning, Inc. bought 1,685 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $145K.
iShares 20+ Year Treasury Bond ETF made up 0.11% of BFC Planning, Inc.'s portfolio in Q2 2026, its #193 holding.
BFC Planning, Inc. first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s iShares 20+ Year Treasury Bond ETF position peaked at $2.91M in Q1 2025.
1,054 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.