WIM
TLT icon

WealthPlan Investment Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

WealthPlan Investment 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
2026
Q2 		– Sell
-20,514
Closed -$1.78M – 497
2026
Q1 		$1.78M Sell
20,514
-1,897
-8% -$167K 0.1% 164
2025
Q4 		$1.95M Sell
22,411
-787
-3% -$70.4K 0.12% 144
2025
Q3 		$2.07M Sell
23,198
-2,031
-8% -$178K 0.14% 128
2025
Q2 		$2.23M Buy
25,229
+4,355
+21% +$380K 0.16% 119
2025
Q1 		$1.9M Sell
20,874
-3,218
-13% -$286K 0.19% 100
2024
Q4 		$2.1M Buy
24,092
+19,657
+443% +$1.81M 0.21% 100
2024
Q3 		$435K Sell
4,435
-10,977
-71% -$1.06M 0.04% 168
2024
Q2 		$1.41M Sell
15,412
-100
-0.6% -$9.11K 0.21% 86
2024
Q1 		$1.47M Sell
15,512
-2,581
-14% -$244K 0.22% 83
2023
Q4 		$1.79M Buy
18,093
+57
+0.3% +$5.15K 0.29% 80
2023
Q3 		$1.6M Buy
+18,036
New +$1.73M 0.28% 75
2023
Q2 		– Sell
-18,012
Closed -$1.92M – 454
2023
Q1 		$1.92M Sell
18,012
-108
-0.6% -$11.3K 0.33% 70
2022
Q4 		$1.89M Hold
18,120
– – 0.13% 126
2022
Q3 		$1.98M Buy
+18,120
New +$2.04M 0.14% 112
2022
Q1 		$2.16M Buy
+18,068
New +$2.49M 0.15% 118

Other funds holding TLT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

WealthPlan Investment Management's TLT Position: Q2 2026 in Review

WealthPlan Investment Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 20,514 shares — an estimated $1.78M sold.

WealthPlan Investment Management first reported a position in TLT in Q1 2022 and held it in 15 quarters. The position peaked at $2.23M in Q2 2025. 367 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • WealthPlan Investment Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • WealthPlan Investment Management sold 20,514 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $1.78M.
  • WealthPlan Investment Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2022 and held it in 15 quarters.
  • WealthPlan Investment Management's iShares 20+ Year Treasury Bond ETF position peaked at $2.23M in Q2 2025.
  • 367 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.