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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
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

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 $5.72T AUM 30.48% 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 $235B AUM 32.99% 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 $377B AUM 19.32% 1-Year Est. Return

NFP Retirement Inc's TLT Position: Q1 2026 in Review

NFP Retirement Inc increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 11% in Q1 2026, buying an estimated $276K and bringing the position to 30,594 shares worth $2.65M. The position accounts for 0.16% of the portfolio, ranked #86.

NFP Retirement Inc first reported a position in TLT in Q2 2022 and has held it in 15 quarters since. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • NFP Retirement Inc held 30,594 shares of iShares 20+ Year Treasury Bond ETF worth $2.65M as of Q1 2026.
  • NFP Retirement Inc bought 3,136 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $276K.
  • iShares 20+ Year Treasury Bond ETF made up 0.16% of NFP Retirement Inc's portfolio in Q1 2026, its #86 holding.
  • NFP Retirement Inc first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2022 and has held it in 15 quarters since.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.