Alliance Wealth Advisors (Utah)’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Alliance Wealth Advisors (Utah)’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	$380K	Sell	4,386 -5,122	-54%	-$450K	0.08%	165
2025 Q4	$829K	Sell	9,508 -5,915	-38%	-$529K	0.18%	127
2025 Q3	$1.38M	Buy	+15,423	New	+$1.35M	0.32%	81
2025 Q2	–	Sell	-35,123	Closed	-$3.2M	–	289
2025 Q1	$3.2M	Buy	+35,123	New	+$3.13M	0.83%	41
2024 Q4	–	Sell	-98,286	Closed	-$9.64M	–	268
2024 Q3	$9.64M	Buy	+98,286	New	+$9.48M	2.53%	4
2024 Q2	–	Sell	-56,333	Closed	-$5.33M	–	244
2024 Q1	$5.33M	Sell	56,333 -55,149	-49%	-$5.22M	1.59%	8
2023 Q4	$11M	Buy	+111,482	New	+$10.1M	3.7%	3
2023 Q3	–	Sell	-111,344	Closed	-$11.5M	–	231
2023 Q2	$11.5M	Buy	111,344 +2,823	+3%	+$293K	4.26%	1
2023 Q1	$11.5M	Buy	108,521 +3,033	+3%	+$317K	4.64%	2
2022 Q4	$10.5M	Buy	+105,488	New	+$10.6M	4.72%	1

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

Alliance Wealth Advisors (Utah)'s TLT Position: Q1 2026 in Review

Alliance Wealth Advisors (Utah) reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 54% in Q1 2026, selling an estimated $450K and leaving 4,386 shares worth $380K. The position accounts for 0.08% of the portfolio, ranked #165.

Alliance Wealth Advisors (Utah) first reported a position in TLT in Q4 2022 and has held it in 10 quarters since. The position peaked at $11.5M in Q1 2023. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Alliance Wealth Advisors (Utah) held 4,386 shares of iShares 20+ Year Treasury Bond ETF worth $380K as of Q1 2026.
Alliance Wealth Advisors (Utah) sold 5,122 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $450K.
iShares 20+ Year Treasury Bond ETF made up 0.08% of Alliance Wealth Advisors (Utah)'s portfolio in Q1 2026, its #165 holding.
Alliance Wealth Advisors (Utah) first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and has held it in 10 quarters since.
Alliance Wealth Advisors (Utah)'s iShares 20+ Year Treasury Bond ETF position peaked at $11.5M in Q1 2023.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q1 2026, filed 12 May 2026.