DKM Wealth Management
TLT icon

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

DKM 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 		$3.77M Buy
48,509
+20,806
+75% +$1.72M 2.39% 13
2026
Q2 		$2.39M Sell
27,703
-2,729
-9% -$234K 1.57% 16
2026
Q1 		$2.64M Buy
30,432
+15,462
+103% +$1.36M 1.9% 15
2025
Q4 		$1.3M Sell
14,970
-7,592
-34% -$679K 0.97% 17
2025
Q3 		$2.02M Sell
22,562
-15,293
-40% -$1.34M 1.62% 14
2025
Q2 		$3.34M Buy
37,855
+20,776
+122% +$1.81M 2.88% 11
2025
Q1 		$1.55M Sell
17,079
-5,430
-24% -$483K 1.51% 15
2024
Q4 		$1.97M Buy
+22,509
New +$2.07M 1.86% 12

Other funds holding TLT

First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Strong Tower Advisory Services
Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return
Sanders Morris Harris
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
FORM Wealth Advisors
FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return
WJ Interests
WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return

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

DKM Wealth Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 75% in Q3 2026, buying an estimated $1.72M and bringing the position to 48,509 shares worth $3.77M. The position accounts for 2.39% of the portfolio, ranked #13.

DKM Wealth Management first reported a position in TLT in Q4 2024 and has held it in 8 quarters since. 203 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • DKM Wealth Management held 48,509 shares of iShares 20+ Year Treasury Bond ETF worth $3.77M as of Q3 2026.
  • DKM Wealth Management bought 20,806 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $1.72M.
  • iShares 20+ Year Treasury Bond ETF made up 2.39% of DKM Wealth Management's portfolio in Q3 2026, its #13 holding.
  • DKM Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • 203 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

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