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

Investment Planning Advisors’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
Q1 		– Sell
-3,485
Closed -$304K – 110
2025
Q4 		$304K Buy
3,485
+151
+5% +$13.5K 0.09% 76
2025
Q3 		$298K Buy
+3,334
New +$292K 0.09% 74

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 $6.73T AUM 46.02% 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 $303B AUM 53.02% 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 $445B AUM 25.58% 1-Year Est. Return

Investment Planning Advisors's TLT Position: Q1 2026 in Review

Investment Planning Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 3,485 shares — an estimated $304K sold.

Investment Planning Advisors first reported a position in TLT in Q3 2025 and held it in 2 quarters. The position peaked at $304K in Q4 2025. 1,090 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Investment Planning Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Investment Planning Advisors sold 3,485 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $304K.
  • Investment Planning Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2025 and held it in 2 quarters.
  • Investment Planning Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $304K in Q4 2025.
  • 1,090 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Investment Planning Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.