Catalyst Private Wealth’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Catalyst Private Wealth’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	$1.51M	Buy	19,371 +9,697	+100%	+$800K	0.63%	35
2026 Q2	$836K	Buy	9,674 +1,305	+16%	+$112K	0.4%	37
2026 Q1	$726K	Sell	8,369 -377	-4%	-$33.1K	0.39%	39
2025 Q4	$762K	Sell	8,746 -61	-0.7%	-$5.45K	0.33%	37
2025 Q3	$787K	Sell	8,807 -8,095	-48%	-$708K	0.35%	35
2025 Q2	$1.49M	Buy	16,902 +1,121	+7%	+$97.7K	0.66%	25
2025 Q1	$1.44M	Sell	15,781 -2,575	-14%	-$229K	0.7%	26
2024 Q4	$1.6M	Buy	18,356 +8,871	+94%	+$816K	0.71%	25
2024 Q3	$930K	Sell	9,485 -1,313	-12%	-$127K	0.46%	33
2024 Q2	$991K	Buy	10,798 +2,869	+36%	+$261K	0.52%	32
2024 Q1	$750K	Sell	7,929 -255	-3%	-$24.1K	0.39%	34
2023 Q4	$809K	Sell	8,184 -12,868	-61%	-$1.16M	0.38%	38
2023 Q3	$1.87M	Buy	21,052 +9,306	+79%	+$894K	1.1%	21
2023 Q2	$1.21M	Sell	11,746 -412	-3%	-$42.7K	0.76%	30
2023 Q1	$1.29M	Sell	12,158 -384	-3%	-$40.2K	0.89%	26
2022 Q4	$1.25M	Buy	12,542 +7,068	+129%	+$712K	1.02%	26
2022 Q3	$561K	Sell	5,474 -2,025	-27%	-$228K	0.42%	40
2022 Q2	$861K	Sell	7,499 -371	-5%	-$43.7K	0.61%	31
2022 Q1	$1.04M	Buy	7,870 +6,399	+435%	+$883K	0.52%	31
2021 Q4	$218K	Sell	1,471 -140	-9%	-$20.6K	0.09%	75
2021 Q3	$232K	Sell	1,611 -13	-0.8%	-$1.93K	0.1%	70
2021 Q2	$234K	Sell	1,624 -4,198	-72%	-$586K	0.13%	67
2021 Q1	$789K	Buy	5,822 +578	+11%	+$83.8K	0.55%	22
2020 Q4	$827K	Buy	5,244 +1,043	+25%	+$166K	0.73%	19
2020 Q3	$686K	Buy	+4,201	New	+$697K	0.67%	20

Other funds holding TLT

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

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

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Bell Investment Advisors Oakland, California $684M AUM 11.42% 1-Year Est. Return

Catalyst Private Wealth's TLT Position: Q3 2026 in Review

Catalyst Private Wealth increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 100% in Q3 2026, buying an estimated $800K and bringing the position to 19,371 shares worth $1.51M. The position accounts for 0.63% of the portfolio, ranked #35.

Catalyst Private Wealth first reported a position in TLT in Q3 2020 and has held it in 25 quarters since. The position peaked at $1.87M in Q3 2023. 407 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

Catalyst Private Wealth held 19,371 shares of iShares 20+ Year Treasury Bond ETF worth $1.51M as of Q3 2026.
Catalyst Private Wealth bought 9,697 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $800K.
iShares 20+ Year Treasury Bond ETF made up 0.63% of Catalyst Private Wealth's portfolio in Q3 2026, its #35 holding.
Catalyst Private Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2020 and has held it in 25 quarters since.
Catalyst Private Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $1.87M in Q3 2023.
407 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Catalyst Private Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.