Foguth Wealth Management
TLT icon

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

Foguth 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 		$3.41M Sell
42,614
-2,132
-5% -$176K 0.35% 55
2026
Q2 		$3.75M Sell
44,746
-718
-2% -$61.7K 0.43% 54
2026
Q1 		$3.9M Sell
45,464
-21,759
-32% -$1.91M 0.45% 51
2025
Q4 		$5.85M Buy
+67,223
New +$6.01M 0.91% 36
2025
Q2 		$5.99M Sell
67,890
-50,831
-43% -$4.43M 1.28% 22
2025
Q1 		$10.8M Buy
118,721
+109,526
+1,191% +$9.7M 2.62% 8
2024
Q4 		$802K Buy
9,195
+3,244
+55% +$299K 0.21% 66
2024
Q3 		$565K Buy
5,951
+62
+1% +$5.98K 0.21% 67
2024
Q2 		$540K Sell
5,889
-313
-5% -$28.5K 0.24% 62
2024
Q1 		$587K Buy
+6,202
New +$587K 0.31% 61

Other funds holding TLT

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

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

Foguth Wealth Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 4.8% in Q3 2026, selling an estimated $176K and leaving 42,614 shares worth $3.41M. The position accounts for 0.35% of the portfolio, ranked #55.

Foguth Wealth Management first reported a position in TLT in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.8M in Q1 2025. 568 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • Foguth Wealth Management held 42,614 shares of iShares 20+ Year Treasury Bond ETF worth $3.41M as of Q3 2026.
  • Foguth Wealth Management sold 2,132 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $176K.
  • iShares 20+ Year Treasury Bond ETF made up 0.35% of Foguth Wealth Management's portfolio in Q3 2026, its #55 holding.
  • Foguth Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Foguth Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $10.8M in Q1 2025.
  • 568 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Foguth Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.