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 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 $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sequent Planning's TLT Position: Q1 2026 in Review

Sequent Planning increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.23% in Q1 2026, buying an estimated $791 and bringing the position to 3,841 shares worth $333K. The position accounts for 0.08% of the portfolio, ranked #166.

Sequent Planning first reported a position in TLT in Q1 2024 and has held it in 7 quarters since. The position peaked at $432K in Q1 2024. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Sequent Planning held 3,841 shares of iShares 20+ Year Treasury Bond ETF worth $333K as of Q1 2026.
Sequent Planning bought 9 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $791.
iShares 20+ Year Treasury Bond ETF made up 0.08% of Sequent Planning's portfolio in Q1 2026, its #166 holding.
Sequent Planning first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2024 and has held it in 7 quarters since.
Sequent Planning's iShares 20+ Year Treasury Bond ETF position peaked at $432K in Q1 2024.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.