Able Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Able Wealth 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 Q1	$421K	Sell	4,860 -6,034	-55%	-$530K	0.11%	86
2025 Q4	$950K	Buy	10,894 +208	+2%	+$18.6K	0.3%	52
2025 Q3	$955K	Buy	10,686 +1,902	+22%	+$166K	0.36%	49
2025 Q2	$775K	Buy	8,784 +5,093	+138%	+$444K	0.39%	51
2025 Q1	$336K	Buy	3,691 +775	+27%	+$69K	0.2%	77
2024 Q4	$255K	Buy	+2,916	New	+$268K	0.17%	81
2024 Q1	–	Sell	-548	Closed	-$54.2K	–	526
2023 Q4	$54.2K	Buy	+548	New	+$49.5K	0.05%	132

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Able Wealth Management's TLT Position: Q1 2026 in Review

Able Wealth Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 55% in Q1 2026, selling an estimated $530K and leaving 4,860 shares worth $421K. The position accounts for 0.11% of the portfolio, ranked #86.

Able Wealth Management first reported a position in TLT in Q4 2023 and has held it in 7 quarters since. The position peaked at $955K in Q3 2025. 1,087 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Able Wealth Management held 4,860 shares of iShares 20+ Year Treasury Bond ETF worth $421K as of Q1 2026.
Able Wealth Management sold 6,034 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $530K.
iShares 20+ Year Treasury Bond ETF made up 0.11% of Able Wealth Management's portfolio in Q1 2026, its #86 holding.
Able Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 7 quarters since.
Able Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $955K in Q3 2025.
1,087 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.