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Peak Planning Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Peak Planning Group’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
2021
Q1 		– Sell
-3,174
Closed -$501K – 76
2020
Q4 		$501K Buy
3,174
+408
+15% +$64.8K 0.57% 34
2020
Q3 		$452K Buy
+2,766
New +$459K 0.63% 29

Other funds holding TLT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Peak Planning Group's TLT Position: Q1 2021 in Review

Peak Planning Group sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2021, closing a stake of 3,174 shares — an estimated $501K sold.

Peak Planning Group first reported a position in TLT in Q3 2020 and held it in 2 quarters. The position peaked at $501K in Q4 2020. 586 funds tracked by Wall St. Rank hold TLT as of Q1 2021.

  • Peak Planning Group reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Peak Planning Group sold 3,174 iShares 20+ Year Treasury Bond ETF shares in Q1 2021, an estimated $501K.
  • Peak Planning Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2020 and held it in 2 quarters.
  • Peak Planning Group's iShares 20+ Year Treasury Bond ETF position peaked at $501K in Q4 2020.
  • 586 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2021.

Based on Peak Planning Group's 13F filing for Q1 2021, filed 22 Jun 2026.