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

Dynasty 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	–	Sell	-196,999	Closed	-$17.2M	–	383
2025 Q4	$17.2M	Sell	196,999 -658,852	-77%	-$58.9M	0.17%	58
2025 Q3	$76.5M	Sell	855,851 -197,156	-19%	-$17.2M	1.02%	26
2025 Q2	$92.9M	Buy	1,053,007 +16,664	+2%	+$1.45M	1.58%	19
2025 Q1	$94.3M	Buy	1,036,343 +131,089	+14%	+$11.7M	1.57%	19
2024 Q4	$79.1M	Buy	905,254 +304,416	+51%	+$28M	1.36%	22
2024 Q3	$58.9M	Sell	600,838 -8,125	-1%	-$783K	1.78%	13
2024 Q2	$55.9M	Buy	608,963 +140,286	+30%	+$12.8M	1.65%	15
2024 Q1	$44.3M	Buy	+468,677	New	+$44.3M	1.41%	19

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 New York $5.7T 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 $245B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return