Focused Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Focused Wealth 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 Q3	$324K	Buy	+4,160	New	+$343K	0.03%	161
2024 Q1	–	Sell	-310	Closed	-$30.7K	–	895
2023 Q4	$30.7K	Hold	310	–	–	0.01%	373
2023 Q3	$27.5K	Hold	310	–	–	﹤0.01%	370
2023 Q2	$31.9K	Hold	310	–	–	0.01%	360
2023 Q1	$33K	Sell	310 -1,890	-86%	-$198K	0.01%	367
2022 Q4	$219K	Sell	2,200 -800	-27%	-$80.6K	0.04%	128
2022 Q3	$307K	Buy	+3,000	New	+$338K	0.06%	102
2022 Q2	–	Sell	-1,300	Closed	-$172K	–	1075
2022 Q1	$172K	Buy	1,300 +900	+225%	+$124K	0.03%	158
2021 Q4	$59K	Sell	400 -200	-33%	-$29.5K	0.01%	347
2021 Q3	$87K	Hold	600	–	–	0.01%	313
2021 Q2	$87K	Hold	600	–	–	0.01%	313
2021 Q1	$81K	Sell	600 -100	-14%	-$14.5K	0.01%	306
2020 Q4	$110K	Buy	700 +200	+40%	+$31.8K	0.02%	243
2020 Q3	$82K	Buy	+500	New	+$82.9K	0.02%	269
2018 Q1	–	Sell	-300	Closed	-$38K	–	744
2017 Q4	$38K	Hold	300	–	–	0.01%	325
2017 Q3	$37K	Buy	+300	New	+$37.7K	0.01%	275
2015 Q4	–	Sell	-58	Closed	-$7K	–	728
2015 Q3	$7K	Buy	+58	New	+$7.04K	﹤0.01%	456
2014 Q4	–	Sell	-14	Closed	-$2K	–	710
2014 Q3	$2K	Buy	+14	New	+$1.61K	﹤0.01%	612

Other funds holding TLT

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Focused Wealth Management's TLT Position: Q3 2026 in Review

Focused Wealth Management opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2026: 4,160 shares worth $324K. The stake represents 0.03% of the portfolio and ranks #161 among its holdings. This is a return to the name: Focused Wealth Management previously reported a position in TLT as recently as Q4 2023.

Focused Wealth Management first reported a position in TLT in Q3 2014 and has held it in 18 quarters since. 660 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

Focused Wealth Management held 4,160 shares of iShares 20+ Year Treasury Bond ETF worth $324K as of Q3 2026.
iShares 20+ Year Treasury Bond ETF was a new Focused Wealth Management position in Q3 2026.
iShares 20+ Year Treasury Bond ETF made up 0.03% of Focused Wealth Management's portfolio in Q3 2026, its #161 holding.
Focused Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2014 and has held it in 18 quarters since.
660 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Focused Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.