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

Aprio 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	$544K	Buy	6,279 +859	+16%	+$75.5K	0.03%	325
2025 Q4	$472K	Buy	+5,420	New	+$485K	0.03%	328
2025 Q3	–	Sell	-2,350	Closed	-$207K	–	459
2025 Q2	$207K	Sell	2,350 -489	-17%	-$42.6K	0.02%	379
2025 Q1	$258K	Buy	+2,839	New	+$253K	0.03%	300
2024 Q2	–	Sell	-8,416	Closed	-$796K	–	272
2024 Q1	$796K	Hold	8,416	–	–	0.16%	79
2023 Q4	$832K	Sell	8,416 -65,560	-89%	-$5.92M	0.19%	65
2023 Q3	$6.56M	Buy	73,976 +66,331	+868%	+$6.38M	1.8%	15
2023 Q2	$787K	Buy	+7,645	New	+$793K	0.22%	49

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

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

Aprio Wealth Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 16% in Q1 2026, buying an estimated $75.5K and bringing the position to 6,279 shares worth $544K. The position accounts for 0.03% of the portfolio, ranked #325.

Aprio Wealth Management first reported a position in TLT in Q2 2023 and has held it in 8 quarters since. The position peaked at $6.56M in Q3 2023. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Aprio Wealth Management held 6,279 shares of iShares 20+ Year Treasury Bond ETF worth $544K as of Q1 2026.
Aprio Wealth Management bought 859 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $75.5K.
iShares 20+ Year Treasury Bond ETF made up 0.03% of Aprio Wealth Management's portfolio in Q1 2026, its #325 holding.
Aprio Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2023 and has held it in 8 quarters since.
Aprio Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $6.56M in Q3 2023.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.