Emergent Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Emergent Wealth Advisors’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	-11,715	Closed	-$1.02M	–	146
2025 Q4	$1.02M	Sell	11,715 -1,442	-11%	-$129K	0.57%	39
2025 Q3	$1.18M	Buy	13,157 +2,345	+22%	+$205K	0.68%	33
2025 Q2	$935K	Sell	10,812 -615	-5%	-$53.6K	0.6%	34
2025 Q1	$1.04M	Sell	11,427 -46,567	-80%	-$4.15M	0.75%	29
2024 Q4	$5.06M	Buy	57,994 +757	+1%	+$69.7K	3.67%	6
2024 Q3	$5.62M	Buy	57,237 +339	+0.6%	+$32.7K	4.15%	5
2024 Q2	$5.22M	Buy	56,898 +2,836	+5%	+$258K	4.2%	5
2024 Q1	$5.13M	Buy	54,062 +15,407	+40%	+$1.46M	4.42%	6
2023 Q4	$3.83M	Buy	+38,655	New	+$3.49M	3.57%	7

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

Emergent Wealth Advisors's TLT Position: Q1 2026 in Review

Emergent Wealth Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 11,715 shares — an estimated $1.02M sold.

Emergent Wealth Advisors first reported a position in TLT in Q4 2023 and held it in 9 quarters. The position peaked at $5.62M in Q3 2024. 1,094 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Emergent Wealth Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Emergent Wealth Advisors sold 11,715 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $1.02M.
Emergent Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and held it in 9 quarters.
Emergent Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $5.62M in Q3 2024.
1,094 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Emergent Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.