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Virginia Estate & Retirement Planning Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Virginia Estate & Retirement Planning Advisors’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 		$14.1K Sell
90
-195
-68% -$16.7K 0.02% 105
2026
Q1 		$28.7K Buy
+285
New +$25.1K 0.05% 48

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Virginia Estate & Retirement Planning Advisors's TLT Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 68% in Q2 2026, selling an estimated $16.7K and leaving 90 shares worth $14.1K. The position accounts for 0.02% of the portfolio, ranked #105.

Virginia Estate & Retirement Planning Advisors first reported a position in TLT in Q1 2026 and has held it in 2 quarters since. The position peaked at $28.7K in Q1 2026. 1,035 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 90 shares of iShares 20+ Year Treasury Bond ETF worth $14.1K as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors sold 195 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $16.7K.
  • iShares 20+ Year Treasury Bond ETF made up 0.02% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #105 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Virginia Estate & Retirement Planning Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $28.7K in Q1 2026.
  • 1,035 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.