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

Vertex Planning Partners’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 Q1	–	Sell	-4,590	Closed	-$401K	–	191
2024 Q4	$401K	Buy	4,590 +17	+0.4%	+$1.56K	0.09%	125
2024 Q3	$449K	Sell	4,573 -1,272	-22%	-$123K	0.11%	98
2024 Q2	$536K	Buy	5,845 +29	+0.5%	+$2.64K	0.14%	81
2024 Q1	$550K	Buy	5,816 +541	+10%	+$51.2K	0.15%	81
2023 Q4	$522K	Buy	5,275 +935	+22%	+$84.5K	0.15%	81
2023 Q3	$385K	Buy	+4,340	New	+$417K	0.13%	83

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vertex Planning Partners's TLT Position: Q1 2025 in Review

Vertex Planning Partners sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2025, closing a stake of 4,590 shares — an estimated $401K sold.

Vertex Planning Partners first reported a position in TLT in Q3 2023 and held it in 6 quarters. The position peaked at $550K in Q1 2024. 1,186 funds tracked by Wall St. Rank hold TLT as of Q1 2025.

Vertex Planning Partners reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Vertex Planning Partners sold 4,590 iShares 20+ Year Treasury Bond ETF shares in Q1 2025, an estimated $401K.
Vertex Planning Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and held it in 6 quarters.
Vertex Planning Partners's iShares 20+ Year Treasury Bond ETF position peaked at $550K in Q1 2024.
1,186 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2025.

Based on Vertex Planning Partners's 13F filing for Q1 2025, filed 14 May 2025.