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Buck Wealth Strategies’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Buck Wealth Strategies’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 		$393K Sell
4,536
-197
-4% -$17.3K 0.05% 114
2025
Q4 		$413K Sell
4,733
-1,655
-26% -$148K 0.05% 113
2025
Q3 		$571K Sell
6,388
-112
-2% -$9.8K 0.08% 110
2025
Q2 		$574K Sell
6,500
-1,083
-14% -$94.4K 0.09% 91
2025
Q1 		$690K Sell
7,583
-214,957
-97% -$19.1M 0.13% 78
2024
Q4 		$19.4M Buy
222,540
+122,404
+122% +$11.3M 4.04% 2
2024
Q3 		$9.82M Sell
100,136
-1,672
-2% -$161K 3.09% 5
2024
Q2 		$9.34M Buy
101,808
+98,222
+2,739% +$8.95M 2.76% 10
2024
Q1 		$339K Sell
3,586
-63,805
-95% -$6.03M 0.12% 68
2023
Q4 		$6.66M Buy
67,391
+29,821
+79% +$2.69M 2.47% 25
2023
Q3 		$3.33M Buy
+37,570
New +$3.61M 1.34% 40
2022
Q3 		$2.57M Buy
+28,944
New +$3.26M 1.2% 41

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

Buck Wealth Strategies's TLT Position: Q1 2026 in Review

Buck Wealth Strategies reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 4.2% in Q1 2026, selling an estimated $17.3K and leaving 4,536 shares worth $393K. The position accounts for 0.05% of the portfolio, ranked #114.

Buck Wealth Strategies first reported a position in TLT in Q3 2022 and has held it in 12 quarters since. The position peaked at $19.4M in Q4 2024. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Buck Wealth Strategies held 4,536 shares of iShares 20+ Year Treasury Bond ETF worth $393K as of Q1 2026.
  • Buck Wealth Strategies sold 197 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $17.3K.
  • iShares 20+ Year Treasury Bond ETF made up 0.05% of Buck Wealth Strategies's portfolio in Q1 2026, its #114 holding.
  • Buck Wealth Strategies first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2022 and has held it in 12 quarters since.
  • Buck Wealth Strategies's iShares 20+ Year Treasury Bond ETF position peaked at $19.4M in Q4 2024.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Buck Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.