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

AE 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
2023
Q4 		– Sell
-20,000
Closed -$200 – 2179
2023
Q3 		$200 Buy
+20,000
New +$1.92M ﹤0.01% 1938
2021
Q3 		– Sell
-1,000
Closed -$1K – 1713
2021
Q2 		$1K Hold
1,000
– – ﹤0.01% 1573
2021
Q1 		$1K Buy
+1,000
New +$145K ﹤0.01% 1470

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

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

AE Wealth Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 145% in Q1 2026, buying an estimated $29.1M and bringing the position to 558,877 shares worth $48.4M. The position accounts for 0.26% of the portfolio, ranked #96.

AE Wealth Management first reported a position in TLT in Q1 2017 and has held it in 37 quarters since. The position peaked at $332M in Q3 2020. 1,087 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • AE Wealth Management held 558,877 shares of iShares 20+ Year Treasury Bond ETF worth $48.4M as of Q1 2026.
  • AE Wealth Management bought 330,735 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $29.1M.
  • iShares 20+ Year Treasury Bond ETF made up 0.26% of AE Wealth Management's portfolio in Q1 2026, its #96 holding.
  • AE Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2017 and has held it in 37 quarters since.
  • AE Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $332M in Q3 2020.
  • 1,087 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.