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

IBEX 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	$922K	Sell	10,637 -100	-0.9%	-$8.79K	0.09%	115
2025 Q4	$936K	Hold	10,737	–	–	0.09%	104
2025 Q3	$960K	Sell	10,737 -651	-6%	-$56.9K	0.09%	116
2025 Q2	$1M	Sell	11,388 -12	-0.1%	-$1.05K	0.11%	106
2025 Q1	$1.04M	Buy	11,400 +69	+0.6%	+$6.14K	0.14%	102
2024 Q4	$990K	Buy	+11,331	New	+$1.04M	0.12%	115
2019 Q3	–	Sell	-673	Closed	-$89K	–	362
2019 Q2	$89K	Buy	+673	New	+$85.5K	0.03%	176

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

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

IBEX Wealth Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.93% in Q1 2026, selling an estimated $8.79K and leaving 10,637 shares worth $922K. The position accounts for 0.09% of the portfolio, ranked #115.

IBEX Wealth Advisors first reported a position in TLT in Q2 2019 and has held it in 7 quarters since. The position peaked at $1.04M in Q1 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

IBEX Wealth Advisors held 10,637 shares of iShares 20+ Year Treasury Bond ETF worth $922K as of Q1 2026.
IBEX Wealth Advisors sold 100 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $8.79K.
iShares 20+ Year Treasury Bond ETF made up 0.09% of IBEX Wealth Advisors's portfolio in Q1 2026, its #115 holding.
IBEX Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2019 and has held it in 7 quarters since.
IBEX Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $1.04M in Q1 2025.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.