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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Dynasty Wealth Management's TLT Position: Q1 2026 in Review

Dynasty Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 196,999 shares — an estimated $17.2M sold.

Dynasty Wealth Management first reported a position in TLT in Q1 2024 and held it in 8 quarters. The position peaked at $94.3M in Q1 2025. 1,099 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Dynasty Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Dynasty Wealth Management sold 196,999 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $17.2M.
Dynasty Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2024 and held it in 8 quarters.
Dynasty Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $94.3M in Q1 2025.
1,099 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.