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

Accurate 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
2025
Q4 		– Sell
-2,277
Closed -$207K – 530
2025
Q3 		$207K Buy
+2,277
New +$199K 0.03% 476
2025
Q1 		– Sell
-5,234
Closed -$447K – 407
2024
Q4 		$447K Sell
5,234
-193
-4% -$17.8K 0.09% 216
2024
Q3 		$515K Buy
5,427
+3,048
+128% +$294K 0.1% 191
2024
Q2 		$221K Buy
+2,379
New +$217K 0.05% 302
2023
Q1 		– Sell
-510
Closed -$53K – 1337
2022
Q4 		$53K Buy
+510
New +$51.4K 0.02% 445

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
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Accurate Wealth Management's TLT Position: Q4 2025 in Review

Accurate Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2025, closing a stake of 2,277 shares — an estimated $207K sold.

Accurate Wealth Management first reported a position in TLT in Q4 2022 and held it in 5 quarters. The position peaked at $515K in Q3 2024. 1,146 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

  • Accurate Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Accurate Wealth Management sold 2,277 iShares 20+ Year Treasury Bond ETF shares in Q4 2025, an estimated $207K.
  • Accurate Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and held it in 5 quarters.
  • Accurate Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $515K in Q3 2024.
  • 1,146 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

Based on Accurate Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.