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

Brown 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 Q3	$6.84M	Buy	87,890 +5,694	+7%	+$470K	1.5%	15
2026 Q2	$7.1M	Buy	82,196 +7,218	+10%	+$620K	1.59%	15
2026 Q1	$6.5M	Buy	74,978 +2,967	+4%	+$261K	1.67%	15
2025 Q4	$6.28M	Buy	72,011 +37,677	+110%	+$3.37M	1.65%	14
2025 Q3	$3.07M	Buy	34,334 +4,658	+16%	+$407K	0.86%	30
2025 Q2	$2.62M	Sell	29,676 -211	-0.7%	-$18.4K	0.81%	31
2025 Q1	$2.72M	Sell	29,887 -25,120	-46%	-$2.24M	0.94%	25
2024 Q4	$4.8M	Buy	55,007 +29,917	+119%	+$2.75M	1.7%	16
2024 Q3	$2.46M	Buy	25,090 +1,215	+5%	+$117K	0.89%	26
2024 Q2	$2.19M	Sell	23,875 -19,279	-45%	-$1.76M	0.88%	26
2024 Q1	$4.08M	Buy	43,154 +20,500	+90%	+$1.94M	1.69%	16
2023 Q4	$2.24M	Sell	22,654 -37,586	-62%	-$3.4M	0.99%	24
2023 Q3	$5.34M	Buy	+60,240	New	+$5.79M	2.54%	14

Other funds holding TLT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

FIA

FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return

Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return

WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Brown Wealth Management's TLT Position: Q3 2026 in Review

Brown Wealth Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 6.9% in Q3 2026, buying an estimated $470K and bringing the position to 87,890 shares worth $6.84M. The position accounts for 1.5% of the portfolio, ranked #15.

Brown Wealth Management first reported a position in TLT in Q3 2023 and has held it in 13 quarters since. The position peaked at $7.1M in Q2 2026. 177 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

Brown Wealth Management held 87,890 shares of iShares 20+ Year Treasury Bond ETF worth $6.84M as of Q3 2026.
Brown Wealth Management bought 5,694 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $470K.
iShares 20+ Year Treasury Bond ETF made up 1.5% of Brown Wealth Management's portfolio in Q3 2026, its #15 holding.
Brown Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and has held it in 13 quarters since.
Brown Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $7.1M in Q2 2026.
177 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Brown Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.