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

EP 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 		$433K Sell
4,999
-1,975
-28% -$174K ﹤0.01% 969
2025
Q4 		$608K Buy
+6,974
New +$624K ﹤0.01% 787
2025
Q2 		$599K Buy
6,789
+807
+13% +$70.4K ﹤0.01% 718
2025
Q1 		$545K Sell
5,982
-4,708
-44% -$419K ﹤0.01% 675
2024
Q4 		$934K Sell
10,690
-490
-4% -$45.1K 0.01% 520
2024
Q3 		$1.1M Buy
11,180
+4,826
+76% +$465K 0.01% 477
2024
Q2 		$583K Sell
6,354
-1,732
-21% -$158K 0.01% 499
2024
Q1 		$765K Sell
8,086
-16,932
-68% -$1.6M 0.01% 428
2023
Q4 		$2.47M Sell
25,018
-114,022
-82% -$10.3M 0.03% 232
2023
Q3 		$12.3M Sell
139,040
-31,733
-19% -$3.05M 0.19% 91
2023
Q2 		$15.6M Buy
170,773
+128,738
+306% +$13.4M 0.23% 82
2023
Q1 		$3.29M Sell
42,035
-1,651,184
-98% -$173M 0.06% 174
2022
Q4 		$169M Buy
+1,693,219
New +$171M 3.04% 5
2022
Q2 		– Sell
-777
Closed -$103K – 693
2022
Q1 		$103K Buy
+777
New +$107K ﹤0.01% 625

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

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

EP Wealth Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 28% in Q1 2026, selling an estimated $174K and leaving 4,999 shares worth $433K. The position accounts for ﹤0.01% of the portfolio, ranked #969.

EP Wealth Advisors first reported a position in TLT in Q1 2022 and has held it in 14 quarters since. The position peaked at $169M in Q4 2022. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • EP Wealth Advisors held 4,999 shares of iShares 20+ Year Treasury Bond ETF worth $433K as of Q1 2026.
  • EP Wealth Advisors sold 1,975 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $174K.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #969 holding.
  • EP Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2022 and has held it in 14 quarters since.
  • EP Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $169M in Q4 2022.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

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