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

Accretive Wealth 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
2026
Q1 		$532K Buy
6,133
+135
+2% +$11.9K 0.15% 118
2025
Q4 		$523K Sell
5,998
-266
-4% -$23.8K 0.16% 107
2025
Q3 		$560K Sell
6,264
-99
-2% -$8.66K 0.17% 102
2025
Q2 		$562K Buy
6,363
+14
+0.2% +$1.22K 0.18% 103
2025
Q1 		$556K Buy
6,349
+1,733
+38% +$154K 0.2% 103
2024
Q4 		$403K Sell
4,616
-9,369
-67% -$862K 0.17% 108
2024
Q3 		$1.37M Buy
13,985
+3,032
+28% +$292K 0.57% 60
2024
Q2 		$1.01M Sell
10,953
-552
-5% -$50.3K 0.42% 75
2024
Q1 		$1.03M Sell
11,505
-12
-0.1% -$1.14K 0.46% 67
2023
Q4 		$1.14M Buy
11,517
+7,819
+211% +$706K 0.55% 64
2023
Q3 		$328K Hold
3,698
– – 0.2% 102
2023
Q2 		$381K Sell
3,698
-7
-0.2% -$726 0.23% 96
2023
Q1 		$394K Buy
3,705
+44
+1% +$4.6K 0.25% 95
2022
Q4 		$364K Sell
3,661
-12,339
-77% -$1.24M 0.25% 94
2022
Q3 		$1.64M Sell
16,000
-2,461
-13% -$277K 1.25% 18
2022
Q2 		$2.12M Buy
+18,461
New +$2.17M 1.54% 14

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Accretive Wealth Partners's TLT Position: Q1 2026 in Review

Accretive Wealth Partners increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 2.3% in Q1 2026, buying an estimated $11.9K and bringing the position to 6,133 shares worth $532K. The position accounts for 0.15% of the portfolio, ranked #118.

Accretive Wealth Partners first reported a position in TLT in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.12M in Q2 2022. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Accretive Wealth Partners held 6,133 shares of iShares 20+ Year Treasury Bond ETF worth $532K as of Q1 2026.
  • Accretive Wealth Partners bought 135 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $11.9K.
  • iShares 20+ Year Treasury Bond ETF made up 0.15% of Accretive Wealth Partners's portfolio in Q1 2026, its #118 holding.
  • Accretive Wealth Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Accretive Wealth Partners's iShares 20+ Year Treasury Bond ETF position peaked at $2.12M in Q2 2022.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Accretive Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.