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Cypress Wealth Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Cypress Wealth Services’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
-3,955
Closed -$345K – 416
2025
Q4 		$345K Buy
3,955
+793
+25% +$70.9K 0.05% 267
2025
Q3 		$283K Sell
3,162
-271
-8% -$23.7K 0.05% 264
2025
Q2 		$303K Sell
3,433
-1,471
-30% -$128K 0.05% 230
2025
Q1 		$446K Sell
4,904
-17,855
-78% -$1.59M 0.09% 165
2024
Q4 		$1.99M Sell
22,759
-546
-2% -$50.3K 0.4% 52
2024
Q3 		$2.29M Sell
23,305
-3,058
-12% -$295K 0.47% 47
2024
Q2 		$2.42M Sell
26,363
-2,772
-10% -$253K 0.54% 42
2024
Q1 		$2.76M Sell
29,135
-3,856
-12% -$365K 0.64% 36
2023
Q4 		$3.26M Buy
32,991
+539
+2% +$48.7K 0.81% 28
2023
Q3 		$2.88M Buy
32,452
+27,208
+519% +$2.62M 0.8% 32
2023
Q2 		$531K Sell
5,244
-463
-8% -$48K 0.14% 131
2023
Q1 		$607K Buy
5,707
+243
+4% +$25.4K 0.18% 99
2022
Q4 		$544K Sell
5,464
-574
-10% -$57.8K 0.17% 108
2022
Q3 		$610K Buy
6,038
+1,492
+33% +$168K 0.21% 94
2022
Q2 		$522K Buy
4,546
+1,336
+42% +$157K 0.17% 110
2022
Q1 		$424K Buy
3,210
+719
+29% +$99.2K 0.12% 138
2021
Q4 		$369K Sell
2,491
-778
-24% -$115K 0.1% 149
2021
Q3 		$472K Sell
3,269
-22
-0.7% -$3.27K 0.14% 117
2021
Q2 		$475K Sell
3,291
-2,223
-40% -$310K 0.13% 139
2021
Q1 		$747K Sell
5,514
-2,207
-29% -$320K 0.16% 111
2020
Q4 		$1.22M Buy
+7,721
New +$1.23M 0.27% 77
2020
Q3 		– Sell
-5,687
Closed -$943K – 473
2020
Q2 		$932K Sell
5,687
-2,764
-33% -$455K 0.22% 100
2020
Q1 		$1.39M Buy
8,451
+657
+8% +$97.9K 0.41% 70
2019
Q4 		$1.06M Buy
7,794
+1,416
+22% +$197K 0.27% 96
2019
Q3 		$913K Buy
+6,378
New +$886K 0.25% 101

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cypress Wealth Services's TLT Position: Q1 2026 in Review

Cypress Wealth Services sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 3,955 shares — an estimated $345K sold.

Cypress Wealth Services first reported a position in TLT in Q3 2019 and held it in 25 quarters. The position peaked at $3.26M in Q4 2023. 1,097 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Cypress Wealth Services reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Cypress Wealth Services sold 3,955 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $345K.
  • Cypress Wealth Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2019 and held it in 25 quarters.
  • Cypress Wealth Services's iShares 20+ Year Treasury Bond ETF position peaked at $3.26M in Q4 2023.
  • 1,097 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Cypress Wealth Services's 13F filing for Q1 2026, filed 15 Apr 2026.