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Personal CFO Solutions’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Personal CFO Solutions’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 		$444K Sell
5,116
-1,020
-17% -$89.7K 0.06% 269
2025
Q4 		$535K Sell
6,136
-63
-1% -$5.63K 0.08% 224
2025
Q3 		$554K Buy
+6,199
New +$542K 0.1% 219
2025
Q2 		– Sell
-6,110
Closed -$556K – 511
2025
Q1 		$556K Buy
+6,110
New +$544K 0.11% 195
2024
Q4 		– Sell
-9,347
Closed -$917K – 598
2024
Q3 		$917K Buy
+9,347
New +$901K 0.13% 158
2024
Q2 		– Sell
-6,048
Closed -$572K – 598
2024
Q1 		$572K Sell
6,048
-8,108
-57% -$767K 0.09% 218
2023
Q4 		$1.4M Buy
+14,156
New +$1.28M 0.24% 79
2023
Q3 		– Sell
-21,469
Closed -$2.21M – 497
2023
Q2 		$2.21M Sell
21,469
-35
-0.2% -$3.63K 0.45% 49
2023
Q1 		$2.29M Buy
21,504
+231
+1% +$24.2K 0.47% 44
2022
Q4 		$2.12M Buy
21,273
+11,226
+112% +$1.13M 0.45% 46
2022
Q3 		$1.03M Buy
+10,047
New +$1.13M 0.26% 72
2022
Q2 		– Sell
-2,594
Closed -$343K – 492
2022
Q1 		$343K Sell
2,594
-10,334
-80% -$1.43M 0.07% 284
2021
Q4 		$1.92M Buy
12,928
+1,820
+16% +$268K 0.36% 50
2021
Q3 		$1.6M Buy
11,108
+1,689
+18% +$251K 0.33% 57
2021
Q2 		$1.36M Buy
+9,419
New +$1.31M 0.28% 73

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

Personal CFO Solutions's TLT Position: Q1 2026 in Review

Personal CFO Solutions reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 17% in Q1 2026, selling an estimated $89.7K and leaving 5,116 shares worth $444K. The position accounts for 0.06% of the portfolio, ranked #269.

Personal CFO Solutions first reported a position in TLT in Q2 2021 and has held it in 15 quarters since. The position peaked at $2.29M in Q1 2023. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Personal CFO Solutions held 5,116 shares of iShares 20+ Year Treasury Bond ETF worth $444K as of Q1 2026.
  • Personal CFO Solutions sold 1,020 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $89.7K.
  • iShares 20+ Year Treasury Bond ETF made up 0.06% of Personal CFO Solutions's portfolio in Q1 2026, its #269 holding.
  • Personal CFO Solutions first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2021 and has held it in 15 quarters since.
  • Personal CFO Solutions's iShares 20+ Year Treasury Bond ETF position peaked at $2.29M in Q1 2023.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.