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Cardinal Strategic Wealth Guidance’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Cardinal Strategic Wealth Guidance’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 		$2.81M Buy
32,387
+978
+3% +$86K 0.74% 18
2025
Q4 		$2.74M Buy
31,409
+1,688
+6% +$151K 0.72% 21
2025
Q3 		$2.66M Buy
29,721
+990
+3% +$86.6K 0.71% 21
2025
Q2 		$2.54M Buy
28,731
+2,261
+9% +$197K 0.73% 21
2025
Q1 		$2.41M Sell
26,470
-3,278
-11% -$292K 0.77% 19
2024
Q4 		$2.6M Sell
29,748
-1,427
-5% -$131K 0.83% 17
2024
Q3 		$3.06M Sell
31,175
-1,274
-4% -$123K 1% 16
2024
Q2 		$2.98M Buy
32,449
+635
+2% +$57.9K 1.07% 16
2024
Q1 		$3.01M Buy
31,814
+819
+3% +$77.5K 1.13% 16
2023
Q4 		$3.06M Buy
30,995
+2,032
+7% +$184K 1.22% 15
2023
Q3 		$2.57M Buy
28,963
+3,961
+16% +$381K 1.19% 14
2023
Q2 		$2.57M Buy
25,002
+103
+0.4% +$10.7K 1.14% 15
2023
Q1 		$2.65M Buy
24,899
+3,919
+19% +$410K 1.23% 15
2022
Q4 		$2.09M Buy
20,980
+2,300
+12% +$232K 1% 20
2022
Q3 		$1.91M Buy
18,680
+6,578
+54% +$741K 1.02% 15
2022
Q2 		$1.39M Buy
12,102
+829
+7% +$97.6K 0.71% 17
2022
Q1 		$1.49M Buy
11,273
+2,898
+35% +$400K 0.68% 20
2021
Q4 		$1.24M Buy
8,375
+95
+1% +$14K 0.58% 26
2021
Q3 		$1.2M Buy
8,280
+806
+11% +$120K 0.63% 25
2021
Q2 		$1.08M Buy
7,474
+238
+3% +$33.2K 0.57% 27
2021
Q1 		$980K Buy
+7,236
New +$1.05M 0.57% 29

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

Cardinal Strategic Wealth Guidance's TLT Position: Q1 2026 in Review

Cardinal Strategic Wealth Guidance increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 3.1% in Q1 2026, buying an estimated $86K and bringing the position to 32,387 shares worth $2.81M. The position accounts for 0.74% of the portfolio, ranked #18.

Cardinal Strategic Wealth Guidance first reported a position in TLT in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.06M in Q4 2023. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Cardinal Strategic Wealth Guidance held 32,387 shares of iShares 20+ Year Treasury Bond ETF worth $2.81M as of Q1 2026.
  • Cardinal Strategic Wealth Guidance bought 978 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $86K.
  • iShares 20+ Year Treasury Bond ETF made up 0.74% of Cardinal Strategic Wealth Guidance's portfolio in Q1 2026, its #18 holding.
  • Cardinal Strategic Wealth Guidance first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Cardinal Strategic Wealth Guidance's iShares 20+ Year Treasury Bond ETF position peaked at $3.06M in Q4 2023.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q1 2026, filed 20 Apr 2026.