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

ERTS 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	$1.34M	Sell	15,445 -602	-4%	-$52.9K	0.43%	17
2025 Q4	$1.4M	Sell	16,047 -173	-1%	-$15.5K	0.44%	17
2025 Q3	$1.45M	Buy	16,220 +312	+2%	+$27.3K	0.47%	17
2025 Q2	$1.4M	Sell	15,908 -14,675	-48%	-$1.28M	0.48%	17
2025 Q1	$2.78M	Buy	30,583 +214	+0.7%	+$19.1K	0.54%	19
2024 Q4	$2.65M	Sell	30,369 -18	-0.1%	-$1.66K	0.5%	19
2024 Q3	$2.98M	Sell	30,387 -1,992	-6%	-$192K	0.56%	19
2024 Q2	$2.97M	Buy	32,379 +1,505	+5%	+$137K	0.6%	18
2024 Q1	$2.92M	Buy	+30,874	New	+$2.92M	0.6%	17

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

ERTS Wealth Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 3.8% in Q1 2026, selling an estimated $52.9K and leaving 15,445 shares worth $1.34M. The position accounts for 0.43% of the portfolio, ranked #17.

ERTS Wealth Advisors first reported a position in TLT in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.98M in Q3 2024. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

ERTS Wealth Advisors held 15,445 shares of iShares 20+ Year Treasury Bond ETF worth $1.34M as of Q1 2026.
ERTS Wealth Advisors sold 602 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $52.9K.
iShares 20+ Year Treasury Bond ETF made up 0.43% of ERTS Wealth Advisors's portfolio in Q1 2026, its #17 holding.
ERTS Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
ERTS Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $2.98M in Q3 2024.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on ERTS Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.