NFP Retirement Inc
TLT icon

NFP Retirement Inc’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

NFP Retirement 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
Q3 		$2.63M Buy
33,829
+2,542
+8% +$210K 0.14% 92
2026
Q2 		$2.65M Buy
31,287
+693
+2% +$59.5K 0.15% 90
2026
Q1 		$2.65M Buy
30,594
+3,136
+11% +$276K 0.16% 86
2025
Q4 		$2.39M Buy
27,458
+4,626
+20% +$414K 0.15% 90
2025
Q3 		$2.04M Buy
22,832
+3,324
+17% +$291K 0.13% 94
2025
Q2 		$1.72M Buy
19,508
+5,963
+44% +$520K 0.11% 103
2025
Q1 		$1.23M Sell
13,545
-1,300
-9% -$116K 0.1% 106
2024
Q4 		$1.3M Sell
14,845
-2,262
-13% -$208K 0.1% 104
2024
Q3 		$1.68M Buy
17,107
+30
+0.2% +$2.89K 0.14% 90
2024
Q2 		$1.57M Buy
17,077
+927
+6% +$84.5K 0.13% 94
2024
Q1 		$1.53M Buy
16,150
+11,462
+244% +$1.08M 0.13% 96
2023
Q4 		$464K Sell
4,688
-898
-16% -$81.1K 0.08% 156
2023
Q3 		$495K Sell
5,586
-244
-4% -$23.5K 0.09% 148
2023
Q2 		$600K Buy
5,830
+1,266
+28% +$131K 0.11% 136
2023
Q1 		$486K Buy
4,564
+305
+7% +$31.9K 0.1% 156
2022
Q4 		$424K Buy
+4,259
New +$429K 0.09% 157
2022
Q3 		– Sell
-4,706
Closed -$541K – 234
2022
Q2 		$541K Buy
+4,706
New +$554K 0.14% 127

Other funds holding TLT

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $38.4B AUM 89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.87B AUM 14.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
PEAK6
PEAK6 Chicago, Illinois $54.8B AUM 16.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

NFP Retirement Inc's TLT Position: Q3 2026 in Review

NFP Retirement Inc increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 8.1% in Q3 2026, buying an estimated $210K and bringing the position to 33,829 shares worth $2.63M. The position accounts for 0.14% of the portfolio, ranked #92.

NFP Retirement Inc first reported a position in TLT in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.65M in Q1 2026. 826 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • NFP Retirement Inc held 33,829 shares of iShares 20+ Year Treasury Bond ETF worth $2.63M as of Q3 2026.
  • NFP Retirement Inc bought 2,542 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $210K.
  • iShares 20+ Year Treasury Bond ETF made up 0.14% of NFP Retirement Inc's portfolio in Q3 2026, its #92 holding.
  • NFP Retirement Inc first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • NFP Retirement Inc's iShares 20+ Year Treasury Bond ETF position peaked at $2.65M in Q1 2026.
  • 826 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on NFP Retirement Inc's 13F filing for Q3 2026, filed 12 Nov 2026.