Financial Gravity Asset Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Financial Gravity Asset Management’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	$1.82K	Buy	21 +9	+75%	+$791	﹤0.01%	720
2025 Q4	$1.05K	Buy	12 +2	+20%	+$179	﹤0.01%	626
2025 Q3	$894	Buy	+10	New	+$875	﹤0.01%	811
2025 Q1	$7.1K	Buy	+78	New	+$6.94K	﹤0.01%	672
2024 Q2	$43.2K	Sell	471 -2,532	-84%	-$231K	0.01%	283
2024 Q1	$288K	Sell	3,003 -38,537	-93%	-$3.64M	0.04%	157
2023 Q4	$853K	Buy	41,540 +1,193	+3%	+$108K	0.01%	391
2023 Q3	$735K	Buy	40,347 +36,523	+955%	+$3.51M	0.01%	401
2023 Q2	$235K	Buy	3,824 +78	+2%	+$8.09K	0.64%	30
2023 Q1	$27.2K	Buy	3,746 +3,646	+3,646%	+$381K	0.84%	25
2022 Q4	$174K	Sell	100 -1,736	-95%	-$175K	0.91%	21
2022 Q3	$22.8K	Sell	1,836 -464	-20%	-$52.2K	0.77%	27
2022 Q2	$25.6K	Sell	2,300 -340	-13%	-$40K	0.8%	24
2022 Q1	$30.3K	Sell	2,640 -1,504	-36%	-$207K	0.85%	23
2021 Q4	$31.4K	Buy	4,144 +3,876	+1,446%	+$571K	0.71%	33
2021 Q3	$144K	Sell	268 -4	-1%	-$594	0.07%	260
2021 Q2	$144K	Sell	272 -37	-12%	-$5.16K	0.05%	252
2021 Q1	$41.9K	Buy	309 +39	+14%	+$5.65K	0.86%	13
2020 Q4	$43K	Buy	+270	New	+$42.9K	0.04%	91
2020 Q2	–	Sell	-2,562	Closed	-$421K	–	820
2020 Q1	$421K	Sell	2,562 -933	-27%	-$139K	1.3%	6
2019 Q4	$217K	Sell	3,495 -901	-20%	-$125K	0.15%	104
2019 Q3	$629K	Sell	4,396 -1,335	-23%	-$186K	0.54%	40
2019 Q2	$761K	Sell	5,731 -771	-12%	-$97.9K	0.62%	42
2019 Q1	$809K	Buy	+6,502	New	+$791K	0.65%	38
2018 Q3	$1.5M	Sell	13,100 -4,729	-27%	-$568K	1.57%	12
2018 Q2	$2.15M	Buy	17,829 +7,303	+69%	+$874K	2.02%	6
2018 Q1	$1.25M	Buy	+10,526	New	+$1.27M	1.28%	14

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

Financial Gravity Asset Management's TLT Position: Q1 2026 in Review

Financial Gravity Asset Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 75% in Q1 2026, buying an estimated $791 and bringing the position to 21 shares worth $1.82K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

Financial Gravity Asset Management first reported a position in TLT in Q1 2018 and has held it in 27 quarters since. The position peaked at $2.15M in Q2 2018. 1,088 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Financial Gravity Asset Management held 21 shares of iShares 20+ Year Treasury Bond ETF worth $1.82K as of Q1 2026.
Financial Gravity Asset Management bought 9 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $791.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #720 holding.
Financial Gravity Asset Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2018 and has held it in 27 quarters since.
Financial Gravity Asset Management's iShares 20+ Year Treasury Bond ETF position peaked at $2.15M in Q2 2018.
1,088 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.