KFP
TLT icon

Kerr Financial Planning’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Kerr Financial 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
2026
Q2 		$23.3K Sell
270
-3
-1% -$258 0.03% 263
2026
Q1 		$23.5K Sell
273
-474
-63% -$41.7K 0.02% 257
2025
Q4 		$66K Buy
747
+360
+93% +$32.2K 0.09% 156
2025
Q3 		$34.5K Buy
+387
New +$33.8K 0.05% 200

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

Kerr Financial Planning's TLT Position: Q2 2026 in Review

Kerr Financial Planning reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1.1% in Q2 2026, selling an estimated $258 and leaving 270 shares worth $23.3K. The position accounts for 0.03% of the portfolio, ranked #263.

Kerr Financial Planning first reported a position in TLT in Q3 2025 and has held it in 4 quarters since. The position peaked at $66K in Q4 2025. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Kerr Financial Planning held 270 shares of iShares 20+ Year Treasury Bond ETF worth $23.3K as of Q2 2026.
  • Kerr Financial Planning sold 3 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $258.
  • iShares 20+ Year Treasury Bond ETF made up 0.03% of Kerr Financial Planning's portfolio in Q2 2026, its #263 holding.
  • Kerr Financial Planning first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's iShares 20+ Year Treasury Bond ETF position peaked at $66K in Q4 2025.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.