PL
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Plancorp LLC’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Plancorp LLC’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 		$1.89M Buy
+22,537
New +$1.94M 0.05% 138
2025
Q4 		– Sell
-6,638
Closed -$593K – 390
2025
Q3 		$593K Buy
+6,638
New +$581K 0.02% 208

Other funds holding TLT

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Plancorp LLC's TLT Position: Q2 2026 in Review

Plancorp LLC opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 22,537 shares worth $1.89M. The stake represents 0.05% of the portfolio and ranks #138 among its holdings. This is a return to the name: Plancorp LLC previously reported a position in TLT as recently as Q3 2025.

Plancorp LLC first reported a position in TLT in Q3 2025 and has held it in 2 quarters since. 259 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Plancorp LLC held 22,537 shares of iShares 20+ Year Treasury Bond ETF worth $1.89M as of Q2 2026.
  • iShares 20+ Year Treasury Bond ETF was a new Plancorp LLC position in Q2 2026.
  • iShares 20+ Year Treasury Bond ETF made up 0.05% of Plancorp LLC's portfolio in Q2 2026, its #138 holding.
  • Plancorp LLC first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • 259 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.