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St. Louis Financial Planners Asset Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

St. Louis Financial Planners Asset Management’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
-28,484
Closed -$2.55M – 49
2025
Q3 		$2.55M Buy
28,484
+1,471
+5% +$129K 1.64% 27
2025
Q2 		$2.38M Buy
+27,013
New +$2.36M 1.82% 25

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 $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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

St. Louis Financial Planners Asset Management's TLT Position: Q4 2025 in Review

St. Louis Financial Planners Asset Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2025, closing a stake of 28,484 shares — an estimated $2.55M sold.

St. Louis Financial Planners Asset Management first reported a position in TLT in Q2 2025 and held it in 2 quarters. The position peaked at $2.55M in Q3 2025. 1,146 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

  • St. Louis Financial Planners Asset Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • St. Louis Financial Planners Asset Management sold 28,484 iShares 20+ Year Treasury Bond ETF shares in Q4 2025, an estimated $2.55M.
  • St. Louis Financial Planners Asset Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2025 and held it in 2 quarters.
  • St. Louis Financial Planners Asset Management's iShares 20+ Year Treasury Bond ETF position peaked at $2.55M in Q3 2025.
  • 1,146 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on St. Louis Financial Planners Asset Management's 13F filing for Q4 2025, filed 7 Jan 2026.