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

Sequent Planning’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	$322K	Sell	3,728 -113	-3%	-$9.7K	0.07%	205
2026 Q1	$333K	Buy	3,841 +9	+0.2%	+$791	0.08%	166
2025 Q4	$334K	Buy	3,832 +731	+24%	+$65.4K	0.09%	161
2025 Q3	$277K	Buy	3,101 +30	+1%	+$2.62K	0.08%	170
2025 Q2	$271K	Sell	3,071 -593	-16%	-$51.7K	0.09%	133
2025 Q1	$334K	Buy	+3,664	New	+$326K	0.12%	108
2024 Q3	–	Sell	-4,452	Closed	-$400K	–	162
2024 Q2	$400K	Sell	4,452 -113	-2%	-$10.3K	0.14%	95
2024 Q1	$432K	Buy	+4,565	New	+$432K	0.16%	93

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

Sequent Planning's TLT Position: Q2 2026 in Review

Sequent Planning reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 2.9% in Q2 2026, selling an estimated $9.7K and leaving 3,728 shares worth $322K. The position accounts for 0.07% of the portfolio, ranked #205.

Sequent Planning first reported a position in TLT in Q1 2024 and has held it in 8 quarters since. The position peaked at $432K in Q1 2024. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Sequent Planning held 3,728 shares of iShares 20+ Year Treasury Bond ETF worth $322K as of Q2 2026.
Sequent Planning sold 113 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $9.7K.
iShares 20+ Year Treasury Bond ETF made up 0.07% of Sequent Planning's portfolio in Q2 2026, its #205 holding.
Sequent Planning first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2024 and has held it in 8 quarters since.
Sequent Planning's iShares 20+ Year Treasury Bond ETF position peaked at $432K in Q1 2024.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.