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

GeoWealth 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 		$1.88M Sell
21,669
-28,292
-57% -$2.49M 0.07% 166
2025
Q4 		$4.35M Buy
49,961
+2,815
+6% +$252K 0.16% 85
2025
Q3 		$4.21M Buy
47,146
+8,633
+22% +$755K 0.15% 85
2025
Q2 		$3.4M Sell
38,513
-5,053
-12% -$441K 0.13% 92
2025
Q1 		$3.97M Buy
43,566
+33,984
+355% +$3.03M 0.16% 84
2024
Q4 		$837K Sell
9,582
-34,457
-78% -$3.17M 0.03% 335
2024
Q3 		$4.32M Buy
44,039
+6,339
+17% +$611K 0.15% 111
2024
Q2 		$3.46M Sell
37,700
-18,358
-33% -$1.67M 0.15% 99
2024
Q1 		$5.3M Sell
56,058
-51,467
-48% -$4.87M 0.21% 87
2023
Q4 		$10.6M Buy
107,525
+56,061
+109% +$5.07M 0.88% 29
2023
Q3 		$4.57M Sell
51,464
-16,094
-24% -$1.55M 0.52% 54
2023
Q2 		$6.95M Buy
67,558
+16,714
+33% +$1.73M 0.75% 25
2023
Q1 		$5.41M Sell
50,844
-3,661
-7% -$383K 0.63% 33
2022
Q4 		$5.42M Sell
54,505
-6,902
-11% -$695K 0.57% 36
2022
Q3 		$6.29M Buy
61,407
+31,439
+105% +$3.54M 0.69% 27
2022
Q2 		$3.44M Buy
29,968
+16,243
+118% +$1.91M 0.46% 56
2022
Q1 		$1.81M Buy
13,725
+1,662
+14% +$229K 0.16% 102
2021
Q4 		$1.79M Buy
12,063
+1,316
+12% +$194K 0.15% 107
2021
Q3 		$1.55M Sell
10,747
-3,218
-23% -$478K 0.13% 132
2021
Q2 		$2.02M Sell
13,965
-575
-4% -$80.2K 0.25% 78
2021
Q1 		$1.97M Sell
14,540
-37,341
-72% -$5.41M 0.31% 65
2020
Q4 		$8.18M Buy
51,881
+48,545
+1,455% +$7.71M 1.31% 17
2020
Q3 		$541K Sell
3,336
-396
-11% -$65.7K 0.16% 96
2020
Q2 		$612K Buy
+3,732
New +$614K 0.25% 84
2019
Q4 		– Sell
-8,295
Closed -$1.19M – 208
2019
Q3 		$1.19M Buy
+8,295
New +$1.15M 0.27% 57

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

GeoWealth Management's TLT Position: Q1 2026 in Review

GeoWealth Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 57% in Q1 2026, selling an estimated $2.49M and leaving 21,669 shares worth $1.88M. The position accounts for 0.07% of the portfolio, ranked #166.

GeoWealth Management first reported a position in TLT in Q3 2019 and has held it in 25 quarters since. The position peaked at $10.6M in Q4 2023. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • GeoWealth Management held 21,669 shares of iShares 20+ Year Treasury Bond ETF worth $1.88M as of Q1 2026.
  • GeoWealth Management sold 28,292 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $2.49M.
  • iShares 20+ Year Treasury Bond ETF made up 0.07% of GeoWealth Management's portfolio in Q1 2026, its #166 holding.
  • GeoWealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2019 and has held it in 25 quarters since.
  • GeoWealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $10.6M in Q4 2023.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.