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

Clay Northam 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 		$2.5M Sell
28,865
-609
-2% -$53.5K 1.41% 17
2025
Q4 		$2.57M Sell
29,474
-8,139
-22% -$728K 1.43% 16
2025
Q3 		$3.36M Sell
37,613
-123
-0.3% -$10.8K 1.92% 15
2025
Q2 		$3.33M Sell
37,736
-784
-2% -$68.4K 2.13% 14
2025
Q1 		$3.51M Buy
38,520
+100
+0.3% +$8.9K 2.45% 11
2024
Q4 		$3.36M Buy
38,420
+29,780
+345% +$2.74M 2.17% 14
2024
Q3 		$848K Buy
8,640
+250
+3% +$24.1K 0.58% 28
2024
Q2 		$770K Buy
8,390
+1,772
+27% +$161K 0.58% 28
2024
Q1 		$626K Buy
6,618
+600
+10% +$56.8K 0.5% 32
2023
Q4 		$595K Buy
+6,018
New +$544K 0.53% 31

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

Clay Northam Wealth Management's TLT Position: Q1 2026 in Review

Clay Northam Wealth Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 2.1% in Q1 2026, selling an estimated $53.5K and leaving 28,865 shares worth $2.5M. The position accounts for 1.41% of the portfolio, ranked #17.

Clay Northam Wealth Management first reported a position in TLT in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.51M in Q1 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Clay Northam Wealth Management held 28,865 shares of iShares 20+ Year Treasury Bond ETF worth $2.5M as of Q1 2026.
  • Clay Northam Wealth Management sold 609 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $53.5K.
  • iShares 20+ Year Treasury Bond ETF made up 1.41% of Clay Northam Wealth Management's portfolio in Q1 2026, its #17 holding.
  • Clay Northam Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Clay Northam Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $3.51M in Q1 2025.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Clay Northam Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.