Valtinson Bruner Financial Planning’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Valtinson Bruner Financial 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	$3.84M	Sell	44,404 -1,624	-4%	-$139K	0.96%	21
2026 Q1	$3.99M	Sell	46,028 -2,674	-5%	-$235K	1.1%	18
2025 Q4	$4.24M	Sell	48,702 -649	-1%	-$58K	1.22%	18
2025 Q3	$4.41M	Sell	49,351 -1,252	-2%	-$110K	1.31%	16
2025 Q2	$4.47M	Sell	50,603 -5,918	-10%	-$516K	1.4%	14
2025 Q1	$5.15M	Sell	56,521 -14,484	-20%	-$1.29M	1.74%	13
2024 Q4	$6.2M	Buy	71,005 +58,439	+465%	+$5.38M	2.17%	12
2024 Q3	$1.23M	Sell	12,566 -2,690	-18%	-$259K	0.43%	51
2024 Q2	$1.4M	Buy	+15,256	New	+$1.39M	0.56%	47
2021 Q1	–	Sell	-9,175	Closed	-$1.39M	–	94
2020 Q4	$1.39M	Buy	+9,175	New	+$1.46M	0.87%	32

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

Valtinson Bruner Financial Planning's TLT Position: Q2 2026 in Review

Valtinson Bruner Financial Planning reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 3.5% in Q2 2026, selling an estimated $139K and leaving 44,404 shares worth $3.84M. The position accounts for 0.96% of the portfolio, ranked #21.

Valtinson Bruner Financial Planning first reported a position in TLT in Q4 2020 and has held it in 10 quarters since. The position peaked at $6.2M in Q4 2024. 1,041 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Valtinson Bruner Financial Planning held 44,404 shares of iShares 20+ Year Treasury Bond ETF worth $3.84M as of Q2 2026.
Valtinson Bruner Financial Planning sold 1,624 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $139K.
iShares 20+ Year Treasury Bond ETF made up 0.96% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #21 holding.
Valtinson Bruner Financial Planning first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2020 and has held it in 10 quarters since.
Valtinson Bruner Financial Planning's iShares 20+ Year Treasury Bond ETF position peaked at $6.2M in Q4 2024.
1,041 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.