EW
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Element Wealth’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Element Wealth’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 		$282K Buy
3,258
+580
+22% +$51K 0.12% 167
2025
Q4 		$233K Buy
2,678
+175
+7% +$15.6K 0.1% 183
2025
Q3 		$224K Buy
2,503
+5
+0.2% +$437 0.1% 175
2025
Q2 		$220K Buy
+2,498
New +$218K 0.1% 168
2025
Q1 		– Sell
-188
Closed -$16.4K – 276
2024
Q4 		$16.4K Sell
188
-59
-24% -$5.43K 0.01% 236
2024
Q3 		$24.2K Buy
247
+28
+13% +$2.7K 0.01% 217
2024
Q2 		$20.1K Buy
219
+4
+2% +$364 0.01% 217
2024
Q1 		$20.3K Buy
+215
New +$20.3K 0.01% 210
2022
Q4 		– Sell
-4
Closed – – 217
2022
Q3 		$0 Hold
4
– – ﹤0.01% 204
2022
Q2 		$0 Hold
4
– – ﹤0.01% 210
2022
Q1 		$1K Hold
4
– – ﹤0.01% 205
2021
Q4 		$1K Hold
4
– – ﹤0.01% 191
2021
Q3 		$1K Hold
4
– – ﹤0.01% 182
2021
Q2 		$1K Hold
4
– – ﹤0.01% 177
2021
Q1 		$1K Hold
4
– – ﹤0.01% 169
2020
Q4 		$1K Sell
4
-630
-99% -$100K ﹤0.01% 157
2020
Q3 		$104K Buy
634
+2
+0.3% +$332 0.11% 96
2020
Q2 		$104K Sell
632
-181
-22% -$29.8K 0.12% 93
2020
Q1 		$134K Sell
813
-1,122
-58% -$167K 0.19% 78
2019
Q4 		$262K Buy
+1,935
New +$269K 0.27% 60

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
BlackRock New York $5.72T 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 $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Element Wealth's TLT Position: Q1 2026 in Review

Element Wealth increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 22% in Q1 2026, buying an estimated $51K and bringing the position to 3,258 shares worth $282K. The position accounts for 0.12% of the portfolio, ranked #167.

Element Wealth first reported a position in TLT in Q4 2019 and has held it in 20 quarters since. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Element Wealth held 3,258 shares of iShares 20+ Year Treasury Bond ETF worth $282K as of Q1 2026.
  • Element Wealth bought 580 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $51K.
  • iShares 20+ Year Treasury Bond ETF made up 0.12% of Element Wealth's portfolio in Q1 2026, its #167 holding.
  • Element Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and has held it in 20 quarters since.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Element Wealth's 13F filing for Q1 2026, filed 4 May 2026.