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

WealthPLAN 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	-7,702	Closed	-$673K	–	258
2024 Q4	$673K	Buy	7,702 +96	+1%	+$8.84K	0.1%	147
2024 Q3	$746K	Sell	7,606 -7,213	-49%	-$696K	0.1%	141
2024 Q2	$1.36M	Buy	14,819 +281	+2%	+$25.6K	0.15%	130
2024 Q1	$1.38M	Sell	14,538 -395	-3%	-$37.4K	0.14%	139
2023 Q4	$1.48M	Buy	14,933 +7,476	+100%	+$675K	0.15%	136
2023 Q3	$661K	Buy	7,457 +7,401	+13,216%	+$711K	0.08%	172
2023 Q2	$5.76K	Hold	56	–	–	﹤0.01%	881
2023 Q1	$5.96K	Sell	56 -18,064	-100%	-$1.89M	﹤0.01%	971
2022 Q4	$1.88M	Buy	+18,120	New	+$1.83M	0.13%	126
2022 Q1	$2.16M	Buy	18,068 +4,068	+29%	+$561K	0.15%	118
2021 Q4	$1.99M	Hold	14,000	–	–	0.13%	120
2021 Q3	$2.11M	Sell	14,000 -2	-0%	-$297	0.14%	116
2021 Q2	$2.05M	Buy	14,002 +2	+0%	+$279	0.14%	107
2021 Q1	$1.95M	Hold	14,000	–	–	0.15%	103
2020 Q4	$2.09M	Hold	14,000	–	–	0.18%	93
2020 Q3	$2.22M	Hold	14,000	–	–	0.22%	88
2020 Q2	$2.29M	Buy	+14,000	New	+$2.3M	0.24%	83
2016 Q3	–	Sell	-1,607	Closed	-$223	–	1071
2016 Q2	$223	Buy	+1,607	New	+$212K	﹤0.01%	2408
2015 Q2	–	Sell	-77	Closed	-$10K	–	505
2015 Q1	$10K	Buy	+77	New	+$10K	﹤0.01%	380

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

WealthPLAN Partners's TLT Position: Q1 2025 in Review

WealthPLAN Partners sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2025, closing a stake of 7,702 shares — an estimated $673K sold.

WealthPLAN Partners first reported a position in TLT in Q1 2015 and held it in 19 quarters. The position peaked at $2.29M in Q2 2020. 1,185 funds tracked by Wall St. Rank hold TLT as of Q1 2025.

WealthPLAN Partners reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
WealthPLAN Partners sold 7,702 iShares 20+ Year Treasury Bond ETF shares in Q1 2025, an estimated $673K.
WealthPLAN Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2015 and held it in 19 quarters.
WealthPLAN Partners's iShares 20+ Year Treasury Bond ETF position peaked at $2.29M in Q2 2020.
1,185 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2025.

Based on WealthPLAN Partners's 13F filing for Q1 2025, filed 12 May 2025.