5T Wealth’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

5T Wealth’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	$1.2M	Buy	13,940 +9,029	+184%	+$775K	0.45%	61
2026 Q1	$426K	Sell	4,911 -158	-3%	-$13.9K	0.17%	97
2025 Q4	$442K	Buy	5,069 +430	+9%	+$38.4K	0.18%	94
2025 Q3	$415K	Sell	4,639 -214	-4%	-$18.7K	0.18%	91
2025 Q2	$428K	Sell	4,853 -7,592	-61%	-$662K	0.2%	85
2025 Q1	$1.13M	Sell	12,445 -7,834	-39%	-$697K	0.61%	47
2024 Q4	$1.77M	Buy	+20,279	New	+$1.87M	0.97%	32

Other funds holding TLT

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

TVPW

Third View Private Wealth Westport, Connecticut $814M AUM

5T Wealth's TLT Position: Q2 2026 in Review

5T Wealth increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 184% in Q2 2026, buying an estimated $775K and bringing the position to 13,940 shares worth $1.2M. The position accounts for 0.45% of the portfolio, ranked #61.

5T Wealth first reported a position in TLT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.77M in Q4 2024. 336 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

5T Wealth held 13,940 shares of iShares 20+ Year Treasury Bond ETF worth $1.2M as of Q2 2026.
5T Wealth bought 9,029 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $775K.
iShares 20+ Year Treasury Bond ETF made up 0.45% of 5T Wealth's portfolio in Q2 2026, its #61 holding.
5T Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
5T Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $1.77M in Q4 2024.
336 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on 5T Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.