Fourth Dimension Wealth’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Fourth Dimension Wealth’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 Q2	$90.7K	Sell	1,049 -12	-1%	-$1.03K	0.03%	205
2026 Q1	$92K	Sell	1,061 -50	-5%	-$4.4K	0.03%	179
2025 Q4	$96.8K	Sell	1,111 -313	-22%	-$28K	0.04%	181
2025 Q3	$127K	Sell	1,424 -155	-10%	-$13.6K	0.05%	156
2025 Q2	$139K	Sell	1,579 -744	-32%	-$64.9K	0.06%	155
2025 Q1	$211K	Hold	2,323	–	–	0.1%	106
2024 Q4	$203K	Buy	+2,323	New	+$214K	0.11%	101

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fourth Dimension Wealth's TLT Position: Q2 2026 in Review

Fourth Dimension Wealth reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1.1% in Q2 2026, selling an estimated $1.03K and leaving 1,049 shares worth $90.7K. The position accounts for 0.03% of the portfolio, ranked #205.

Fourth Dimension Wealth first reported a position in TLT in Q4 2024 and has held it in 7 quarters since. The position peaked at $211K in Q1 2025. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Fourth Dimension Wealth held 1,049 shares of iShares 20+ Year Treasury Bond ETF worth $90.7K as of Q2 2026.
Fourth Dimension Wealth sold 12 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $1.03K.
iShares 20+ Year Treasury Bond ETF made up 0.03% of Fourth Dimension Wealth's portfolio in Q2 2026, its #205 holding.
Fourth Dimension Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Fourth Dimension Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $211K in Q1 2025.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.