Pinnacle Wealth Planning Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Pinnacle Wealth Planning Services’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 Q2	$217K	Sell	2,511 -188	-7%	-$16.1K	0.02%	487
2026 Q1	$234K	Buy	2,699 +1	+0%	+$88	0.02%	424
2025 Q4	$235K	Sell	2,698 -269	-9%	-$24.1K	0.02%	413
2025 Q3	$265K	Sell	2,967 -950	-24%	-$83.1K	0.03%	363
2025 Q2	$346K	Sell	3,917 -3,542	-47%	-$309K	0.05%	262
2025 Q1	$679K	Buy	7,459 +251	+3%	+$22.3K	0.1%	119
2024 Q4	$629K	Buy	+7,208	New	+$663K	0.09%	129
2021 Q1	–	Sell	-5	Closed	-$1K	–	1787
2020 Q4	$1K	Buy	+5	New	+$794	﹤0.01%	2184

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pinnacle Wealth Planning Services's TLT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 7% in Q2 2026, selling an estimated $16.1K and leaving 2,511 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #487.

Pinnacle Wealth Planning Services first reported a position in TLT in Q4 2020 and has held it in 8 quarters since. The position peaked at $679K in Q1 2025. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Pinnacle Wealth Planning Services held 2,511 shares of iShares 20+ Year Treasury Bond ETF worth $217K as of Q2 2026.
Pinnacle Wealth Planning Services sold 188 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $16.1K.
iShares 20+ Year Treasury Bond ETF made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #487 holding.
Pinnacle Wealth Planning Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2020 and has held it in 8 quarters since.
Pinnacle Wealth Planning Services's iShares 20+ Year Treasury Bond ETF position peaked at $679K in Q1 2025.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.