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

LifePlan Investment 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
2025 Q1	–	Sell	-5,437	Closed	-$475K	–	104
2024 Q4	$475K	Sell	5,437 -348	-6%	-$32K	0.29%	63
2024 Q3	$568K	Sell	5,785 -169	-3%	-$16.3K	0.36%	51
2024 Q2	$546K	Buy	5,954 +478	+9%	+$43.6K	0.39%	53
2024 Q1	$518K	Sell	5,476 -722	-12%	-$68.3K	0.41%	49
2023 Q4	$613K	Buy	6,198 +903	+17%	+$81.6K	0.56%	37
2023 Q3	$470K	Buy	+5,295	New	+$509K	0.5%	39

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LifePlan Investment Advisors's TLT Position: Q1 2025 in Review

LifePlan Investment Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2025, closing a stake of 5,437 shares — an estimated $475K sold.

LifePlan Investment Advisors first reported a position in TLT in Q3 2023 and held it in 6 quarters. The position peaked at $613K in Q4 2023. 1,180 funds tracked by Wall St. Rank hold TLT as of Q1 2025.

LifePlan Investment Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
LifePlan Investment Advisors sold 5,437 iShares 20+ Year Treasury Bond ETF shares in Q1 2025, an estimated $475K.
LifePlan Investment Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and held it in 6 quarters.
LifePlan Investment Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $613K in Q4 2023.
1,180 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2025.

Based on LifePlan Investment Advisors's 13F filing for Q1 2025, filed 13 May 2025.