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United Financial Planning Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

United Financial Planning Group’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 		– Sell
-40
Closed -$3.49K – 620
2025
Q4 		$3.49K Sell
40
-98
-71% -$8.76K ﹤0.01% 295
2025
Q3 		$12.3K Buy
+138
New +$12.1K 0.01% 142

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

United Financial Planning Group's TLT Position: Q1 2026 in Review

United Financial Planning Group sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 40 shares — an estimated $3.49K sold.

United Financial Planning Group first reported a position in TLT in Q3 2025 and held it in 2 quarters. The position peaked at $12.3K in Q3 2025. 1,101 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • United Financial Planning Group reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 40 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $3.49K.
  • United Financial Planning Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2025 and held it in 2 quarters.
  • United Financial Planning Group's iShares 20+ Year Treasury Bond ETF position peaked at $12.3K in Q3 2025.
  • 1,101 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.