Darwin Wealth Management
TLT icon

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

Darwin 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
Q3 		$472 Hold
6
– – ﹤0.01% 1051
2026
Q2 		$519 Buy
6
+1
+20% +$86 ﹤0.01% 591
2026
Q1 		$514 Hold
5
– – ﹤0.01% 558
2025
Q4 		$513 Sell
5
-2,555
-100% -$228K ﹤0.01% 592
2025
Q3 		$229K Buy
2,560
+2,558
+127,900% +$224K 0.07% 125
2025
Q2 		$176 Sell
2
-40
-95% -$3.49K ﹤0.01% 580
2025
Q1 		$3.67K Hold
42
– – ﹤0.01% 466
2024
Q4 		$3.67K Sell
42
-30
-42% -$2.76K ﹤0.01% 466
2024
Q3 		$7.06K Buy
+72
New +$6.94K ﹤0.01% 417
2024
Q2 		– Sell
-20,214
Closed -$1.91M – 137
2024
Q1 		$1.91M Buy
+20,214
New +$1.91M 0.53% 57
2023
Q2 		– Sell
-4,979
Closed -$517K – 167
2023
Q1 		$517K Buy
4,979
+2,156
+76% +$226K 0.14% 95
2022
Q4 		$301K Sell
2,823
-1,193
-30% -$120K 0.08% 132
2022
Q3 		$394K Sell
4,016
-5,978
-60% -$673K 0.1% 115
2022
Q2 		$1.17M Sell
9,994
-5,509
-36% -$649K 0.24% 81
2022
Q1 		$2.05M Buy
15,503
+914
+6% +$126K 0.34% 61
2021
Q4 		$2.07M Buy
14,589
+2,082
+17% +$307K 0.33% 62
2021
Q3 		$1.8M Sell
12,507
-22,055
-64% -$3.27M 0.29% 64
2021
Q2 		$4.99M Buy
34,562
+2,374
+7% +$331K 0.81% 27
2021
Q1 		$4.36M Sell
32,188
-20,640
-39% -$2.99M 0.76% 34
2020
Q4 		$8.33M Sell
52,828
-38,107
-42% -$6.05M 1.56% 13
2020
Q3 		$14.8M Buy
90,935
+44,520
+96% +$7.38M 3.21% 5
2020
Q2 		$7.61M Buy
46,415
+4,772
+11% +$786K 1.94% 16
2020
Q1 		$6.87M Buy
41,643
+222
+0.5% +$33.1K 2.18% 9
2019
Q4 		$5.61M Buy
41,421
+185
+0.4% +$25.8K 1.5% 17
2019
Q3 		$5.9M Buy
41,236
+2,594
+7% +$361K 1.75% 11
2019
Q2 		$5.13M Sell
38,642
-9,431
-20% -$1.2M 1.59% 16
2019
Q1 		$6.08M Buy
+48,073
New +$5.85M 2% 11
2016
Q4 		– Sell
-25,978
Closed -$3.57M – 122
2016
Q3 		$3.57M Buy
25,978
+4,675
+22% +$649K 2.76% 6
2016
Q2 		$2.96M Buy
+21,303
New +$2.81M 2.53% 6

Other funds holding TLT

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Hantz Financial Services
Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Darwin Wealth Management's TLT Position: Q3 2026 in Review

Darwin Wealth Management held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q3 2026 at 6 shares worth $472. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

Darwin Wealth Management first reported a position in TLT in Q2 2016 and has held it in 29 quarters since. The position peaked at $14.8M in Q3 2020. 660 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • Darwin Wealth Management held 6 shares of iShares 20+ Year Treasury Bond ETF worth $472 as of Q3 2026.
  • Darwin Wealth Management left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q3 2026.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Darwin Wealth Management's portfolio in Q3 2026, its #1051 holding.
  • Darwin Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2016 and has held it in 29 quarters since.
  • Darwin Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $14.8M in Q3 2020.
  • 660 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.