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Plante Moran Financial Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Plante Moran Financial Advisors’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
Q4 		– Sell
-851
Closed -$76.1K – 889
2025
Q3 		$76.1K Buy
+851
New +$74.4K ﹤0.01% 281
2025
Q1 		– Sell
-104
Closed -$9.08K – 963
2024
Q4 		$9.08K Buy
104
+32
+44% +$2.94K ﹤0.01% 591
2024
Q3 		$7.06K Hold
72
– – ﹤0.01% 645
2024
Q2 		$6.61K Hold
72
– – ﹤0.01% 622
2024
Q1 		$6.81K Hold
72
– – ﹤0.01% 657
2023
Q4 		$7.12K Buy
72
+53
+279% +$4.79K ﹤0.01% 604
2023
Q3 		$1.69K Buy
+19
New +$1.83K ﹤0.01% 666
2021
Q1 		– Sell
-20
Closed -$3K – 1124
2020
Q4 		$3K Hold
20
– – ﹤0.01% 754
2020
Q3 		$3K Hold
20
– – ﹤0.01% 755
2020
Q2 		$3K Sell
20
-1,300
-98% -$214K ﹤0.01% 640
2020
Q1 		$218K Buy
1,320
+1,318
+65,900% +$196K 0.1% 106
2019
Q4 		$0 Sell
2
-1,680
-100% -$234K ﹤0.01% 894
2019
Q3 		$241K Buy
1,682
+800
+91% +$111K 0.07% 137
2019
Q2 		$117K Buy
+882
New +$112K 0.04% 206
2016
Q4 		– Sell
-156
Closed -$21K – 1036
2016
Q3 		$21K Buy
+156
New +$21.6K 0.01% 485

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
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Plante Moran Financial Advisors's TLT Position: Q4 2025 in Review

Plante Moran Financial Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2025, closing a stake of 851 shares — an estimated $76.1K sold.

Plante Moran Financial Advisors first reported a position in TLT in Q3 2016 and held it in 15 quarters. The position peaked at $241K in Q3 2019. 1,146 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

  • Plante Moran Financial Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 851 iShares 20+ Year Treasury Bond ETF shares in Q4 2025, an estimated $76.1K.
  • Plante Moran Financial Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2016 and held it in 15 quarters.
  • Plante Moran Financial Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $241K in Q3 2019.
  • 1,146 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.