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

Gilpin 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 		$223K Buy
2,868
+263
+10% +$21.7K 0.15% 121
2026
Q2 		$225K Hold
2,605
– – 0.16% 121
2026
Q1 		$226K Hold
2,605
– – 0.18% 109
2025
Q4 		$227K Buy
+2,605
New +$233K 0.18% 108

Other funds holding TLT

IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

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

Gilpin Wealth Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 10% in Q3 2026, buying an estimated $21.7K and bringing the position to 2,868 shares worth $223K. The position accounts for 0.15% of the portfolio, ranked #121.

Gilpin Wealth Management first reported a position in TLT in Q4 2025 and has held it in 4 quarters since. The position peaked at $227K in Q4 2025. 46 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • Gilpin Wealth Management held 2,868 shares of iShares 20+ Year Treasury Bond ETF worth $223K as of Q3 2026.
  • Gilpin Wealth Management bought 263 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $21.7K.
  • iShares 20+ Year Treasury Bond ETF made up 0.15% of Gilpin Wealth Management's portfolio in Q3 2026, its #121 holding.
  • Gilpin Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $227K in Q4 2025.
  • 46 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.