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Gateway Wealth Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Gateway Wealth Partners’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 		$1.81M Buy
20,896
+17,746
+563% +$1.56M 0.07% 267
2025
Q4 		$275K Buy
3,150
+305
+11% +$27.3K 0.03% 385
2025
Q3 		$254K Buy
2,845
+4
+0.1% +$350 0.03% 356
2025
Q2 		$251K Buy
+2,841
New +$248K 0.05% 309
2025
Q1 		– Sell
-8,409
Closed -$734K – 329
2024
Q4 		$734K Buy
8,409
+1,699
+25% +$156K 0.19% 120
2024
Q3 		$658K Sell
6,710
-2,351
-26% -$227K 0.18% 123
2024
Q2 		$832K Buy
9,061
+625
+7% +$57K 0.25% 95
2024
Q1 		$798K Sell
8,436
-997
-11% -$94.3K 0.29% 81
2023
Q4 		$933K Buy
9,433
+1,438
+18% +$130K 0.38% 70
2023
Q3 		$709K Buy
+7,995
New +$768K 0.13% 103

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gateway Wealth Partners's TLT Position: Q1 2026 in Review

Gateway Wealth Partners increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 563% in Q1 2026, buying an estimated $1.56M and bringing the position to 20,896 shares worth $1.81M. The position accounts for 0.07% of the portfolio, ranked #267.

Gateway Wealth Partners first reported a position in TLT in Q3 2023 and has held it in 10 quarters since. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Gateway Wealth Partners held 20,896 shares of iShares 20+ Year Treasury Bond ETF worth $1.81M as of Q1 2026.
  • Gateway Wealth Partners bought 17,746 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $1.56M.
  • iShares 20+ Year Treasury Bond ETF made up 0.07% of Gateway Wealth Partners's portfolio in Q1 2026, its #267 holding.
  • Gateway Wealth Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and has held it in 10 quarters since.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.