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

Affinity 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	–	Sell	-289,870	Closed	-$25.3M	–	115
2025 Q4	$25.3M	Buy	289,870 +7,325	+3%	+$655K	3.59%	11
2025 Q3	$25.3M	Buy	282,545 +454	+0.2%	+$39.7K	3.7%	11
2025 Q2	$24.9M	Buy	+282,091	New	+$24.6M	3.98%	11
2024 Q2	–	Sell	-222,763	Closed	-$21.1M	–	107
2024 Q1	$21.1M	Buy	222,763 +4,292	+2%	+$406K	3.9%	11
2023 Q4	$21.6M	Sell	218,471 -11,617	-5%	-$1.05M	4.44%	11
2023 Q3	$20.4M	Sell	230,088 -2,877	-1%	-$277K	4.7%	4
2023 Q2	$24M	Sell	232,965 -1,854	-0.8%	-$192K	5.5%	1
2023 Q1	$25M	Sell	234,819 -399	-0.2%	-$41.7K	5.87%	1
2022 Q4	$23.4M	Buy	+235,218	New	+$23.7M	5.55%	5
2020 Q2	–	Sell	-309,387	Closed	-$52M	–	65
2020 Q1	$52M	Buy	+309,387	New	+$46.1M	31.14%	1

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Affinity Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 289,870 shares — an estimated $25.3M sold.

Affinity Wealth Management first reported a position in TLT in Q1 2020 and held it in 10 quarters. The position peaked at $52M in Q1 2020. 1,097 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Affinity Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Affinity Wealth Management sold 289,870 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $25.3M.
Affinity Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2020 and held it in 10 quarters.
Affinity Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $52M in Q1 2020.
1,097 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Affinity Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.