Estate Counselors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Estate Counselors’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	$6.09M	Buy	70,250 +65,825	+1,488%	+$5.79M	0.54%	24
2025 Q4	$386K	Sell	4,425 -2,015	-31%	-$180K	0.03%	79
2025 Q3	$576K	Hold	6,440	–	–	0.05%	74
2025 Q2	$568K	Buy	+6,440	New	+$562K	0.06%	67
2025 Q1	–	Sell	-12,120	Closed	-$1.06M	–	120
2024 Q4	$1.06M	Sell	12,120 -145,164	-92%	-$13.4M	0.11%	75
2024 Q3	$15.4M	Buy	+157,284	New	+$15.2M	1.6%	7
2024 Q2	–	Sell	-5,275	Closed	-$499K	–	125
2024 Q1	$499K	Buy	+5,275	New	+$499K	0.06%	97
2022 Q1	–	Sell	-73,190	Closed	-$10.8M	–	175
2021 Q4	$10.8M	Sell	73,190 -77,590	-51%	-$11.4M	1.32%	24
2021 Q3	$21.8M	Buy	+150,780	New	+$22.4M	2.72%	6
2019 Q4	–	Sell	-16,870	Closed	-$2.41M	–	78
2019 Q3	$2.41M	Buy	16,870 +10,100	+149%	+$1.4M	0.37%	55
2019 Q2	$899K	Buy	+6,770	New	+$860K	0.14%	59

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

Estate Counselors's TLT Position: Q1 2026 in Review

Estate Counselors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1,488% in Q1 2026, buying an estimated $5.79M and bringing the position to 70,250 shares worth $6.09M. The position accounts for 0.54% of the portfolio, ranked #24.

Estate Counselors first reported a position in TLT in Q2 2019 and has held it in 11 quarters since. The position peaked at $21.8M in Q3 2021. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Estate Counselors held 70,250 shares of iShares 20+ Year Treasury Bond ETF worth $6.09M as of Q1 2026.
Estate Counselors bought 65,825 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $5.79M.
iShares 20+ Year Treasury Bond ETF made up 0.54% of Estate Counselors's portfolio in Q1 2026, its #24 holding.
Estate Counselors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2019 and has held it in 11 quarters since.
Estate Counselors's iShares 20+ Year Treasury Bond ETF position peaked at $21.8M in Q3 2021.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Estate Counselors's 13F filing for Q1 2026, filed 15 May 2026.