HHM Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

HHM Wealth Advisors’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	–	Sell	-13	Closed	-$1.13K	–	914
2025 Q4	$1.13K	Buy	+13	New	+$1.16K	﹤0.01%	792
2024 Q3	–	Sell	-11	Closed	-$1.01K	–	829
2024 Q2	$1.01K	Buy	+11	New	+$1K	﹤0.01%	738
2023 Q4	–	Sell	-24	Closed	-$2.13K	–	816
2023 Q3	$2.13K	Hold	24	–	–	﹤0.01%	713
2023 Q2	$2.47K	Hold	24	–	–	﹤0.01%	722
2023 Q1	$2.55K	Buy	+24	New	+$2.51K	﹤0.01%	707
2022 Q4	–	Sell	-7	Closed	-$1K	–	742
2022 Q3	$1K	Hold	7	–	–	﹤0.01%	632
2022 Q2	$1K	Hold	7	–	–	﹤0.01%	770
2022 Q1	$1K	Hold	7	–	–	﹤0.01%	688
2021 Q4	$1K	Hold	7	–	–	﹤0.01%	660
2021 Q3	$1K	Buy	+7	New	+$1.04K	﹤0.01%	618

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

HHM Wealth Advisors's TLT Position: Q1 2026 in Review

HHM Wealth Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 13 shares — an estimated $1.13K sold.

HHM Wealth Advisors first reported a position in TLT in Q3 2021 and held it in 10 quarters. The position peaked at $2.55K in Q1 2023. 1,087 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

HHM Wealth Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
HHM Wealth Advisors sold 13 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $1.13K.
HHM Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2021 and held it in 10 quarters.
HHM Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $2.55K in Q1 2023.
1,087 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on HHM Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.