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Consilio Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Consilio Wealth Advisors’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 		– Sell
-34,010
Closed -$2.96M – 109
2025
Q4 		$2.96M Sell
34,010
-200
-0.6% -$17.9K 0.87% 23
2025
Q3 		$3.06M Buy
34,210
+497
+1% +$43.5K 1% 19
2025
Q2 		$2.95M Sell
33,713
-3,873
-10% -$338K 1.05% 19
2025
Q1 		$3.42M Buy
37,586
+6,515
+21% +$580K 1.43% 15
2024
Q4 		$2.71M Buy
31,071
+1,315
+4% +$121K 1.11% 19
2024
Q3 		$2.92M Buy
29,756
+926
+3% +$89.3K 1.2% 20
2024
Q2 		$2.65M Buy
28,830
+840
+3% +$76.5K 1.19% 19
2024
Q1 		$2.65M Sell
27,990
-2,743
-9% -$259K 1.24% 16
2023
Q4 		$3.04M Buy
30,733
+3,414
+12% +$308K 1.54% 15
2023
Q3 		$2.32M Buy
27,319
+378
+1% +$36.3K 1.35% 16
2023
Q2 		$2.77M Buy
26,941
+426
+2% +$44.2K 1.53% 16
2023
Q1 		$2.82M Buy
+26,515
New +$2.77M 1.6% 18

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

Consilio Wealth Advisors's TLT Position: Q1 2026 in Review

Consilio Wealth Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 34,010 shares — an estimated $2.96M sold.

Consilio Wealth Advisors first reported a position in TLT in Q1 2023 and held it in 12 quarters. The position peaked at $3.42M in Q1 2025. 1,088 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Consilio Wealth Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Consilio Wealth Advisors sold 34,010 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $2.96M.
  • Consilio Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and held it in 12 quarters.
  • Consilio Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $3.42M in Q1 2025.
  • 1,088 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Consilio Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.