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

FSB Premier 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 Q1	$817K	Buy	9,428 +573	+6%	+$50.4K	0.26%	98
2025 Q4	$772K	Sell	8,855 -192	-2%	-$17.2K	0.24%	99
2025 Q3	$809K	Buy	9,047 +898	+11%	+$78.5K	0.27%	95
2025 Q2	$719K	Buy	8,149 +980	+14%	+$85.4K	0.26%	99
2025 Q1	$653K	Buy	7,169 +1,225	+21%	+$109K	0.25%	105
2024 Q4	$519K	Buy	5,944 +1,722	+41%	+$158K	0.21%	116
2024 Q3	$414K	Buy	4,222 +926	+28%	+$89.3K	0.17%	136
2024 Q2	$303K	Buy	+3,296	New	+$300K	0.14%	145

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

FSB Premier Wealth Management's TLT Position: Q1 2026 in Review

FSB Premier Wealth Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 6.5% in Q1 2026, buying an estimated $50.4K and bringing the position to 9,428 shares worth $817K. The position accounts for 0.26% of the portfolio, ranked #98.

FSB Premier Wealth Management first reported a position in TLT in Q2 2024 and has held it in 8 quarters since. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

FSB Premier Wealth Management held 9,428 shares of iShares 20+ Year Treasury Bond ETF worth $817K as of Q1 2026.
FSB Premier Wealth Management bought 573 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $50.4K.
iShares 20+ Year Treasury Bond ETF made up 0.26% of FSB Premier Wealth Management's portfolio in Q1 2026, its #98 holding.
FSB Premier Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.