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Northeast Planning Associates NH’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Northeast Planning Associates NH’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
Q3 		– Sell
-51,941
Closed -$4.58M – 53
2025
Q2 		$4.58M Sell
51,941
-1,797
-3% -$157K 4.22% 7
2025
Q1 		$4.89M Buy
53,738
+575
+1% +$51.2K 4.06% 8
2024
Q4 		$4.64M Buy
+53,163
New +$4.89M 4.81% 7

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
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Northeast Planning Associates NH's TLT Position: Q3 2025 in Review

Northeast Planning Associates NH sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2025, closing a stake of 51,941 shares — an estimated $4.58M sold.

Northeast Planning Associates NH first reported a position in TLT in Q4 2024 and held it in 3 quarters. The position peaked at $4.89M in Q1 2025. 1,099 funds tracked by Wall St. Rank hold TLT as of Q3 2025.

  • Northeast Planning Associates NH reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Northeast Planning Associates NH sold 51,941 iShares 20+ Year Treasury Bond ETF shares in Q3 2025, an estimated $4.58M.
  • Northeast Planning Associates NH first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and held it in 3 quarters.
  • Northeast Planning Associates NH's iShares 20+ Year Treasury Bond ETF position peaked at $4.89M in Q1 2025.
  • 1,099 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2025.

Based on Northeast Planning Associates NH's 13F filing for Q3 2025, filed 14 Nov 2025.