IHT Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $62.6M | Buy |
722,236
+226,856
| +46% | +$19.9M | 1.45% | 9 |
|
|
2025
Q4 | $43.2M | Sell |
495,380
-6,664
| -1% | -$596K | 1.05% | 16 |
|
|
2025
Q3 | $44.9M | Buy |
502,044
+30,006
| +6% | +$2.62M | 1.13% | 14 |
|
|
2025
Q2 | $41.7M | Buy |
472,038
+34,987
| +8% | +$3.05M | 1.15% | 15 |
|
|
2025
Q1 | $39.8M | Sell |
437,051
-201,933
| -32% | -$18M | 1.24% | 11 |
|
|
2024
Q4 | $55.8M | Buy |
638,984
+37,546
| +6% | +$3.46M | 1.8% | 6 |
|
|
2024
Q3 | $59.1M | Buy |
601,438
+186,668
| +45% | +$18M | 1.68% | 7 |
|
|
2024
Q2 | $38.1M | Buy |
414,770
+128,121
| +45% | +$11.7M | 1.42% | 12 |
|
|
2024
Q1 | $27.1M | Buy |
286,649
+124,246
| +77% | +$11.8M | 1.09% | 15 |
|
|
2023
Q4 | $16.1M | Sell |
162,403
-68,870
| -30% | -$6.22M | 0.72% | 22 |
|
|
2023
Q3 | $20.5M | Buy |
231,273
+52,527
| +29% | +$5.05M | 1.04% | 16 |
|
|
2023
Q2 | $18.4M | Buy |
178,746
+28,888
| +19% | +$3M | 0.96% | 17 |
|
|
2023
Q1 | $15.9M | Buy |
149,858
+31,370
| +26% | +$3.28M | 0.91% | 18 |
|
|
2022
Q4 | $11.8M | Sell |
118,488
-5,778
| -5% | -$582K | 0.74% | 19 |
|
|
2022
Q3 | $12.7M | Buy |
+124,266
| New | +$14M | 0.97% | 13 |
|
|
2021
Q4 | – | Sell |
-4,613
| Closed | -$666K | – | 853 |
|
|
2021
Q3 | $666K | Buy |
4,613
+2,629
| +133% | +$390K | 0.05% | 336 |
|
|
2021
Q2 | $286K | Sell |
1,984
-1,076
| -35% | -$150K | 0.02% | 737 |
|
|
2021
Q1 | $415K | Sell |
3,060
-50
| -2% | -$7.25K | 0.03% | 523 |
|
|
2020
Q4 | $490K | Sell |
3,110
-219
| -7% | -$34.8K | 0.04% | 417 |
|
|
2020
Q3 | $544K | Sell |
3,329
-275
| -8% | -$45.6K | 0.05% | 331 |
|
|
2020
Q2 | $591K | Buy |
3,604
+1,585
| +79% | +$261K | 0.08% | 257 |
|
|
2020
Q1 | $333K | Sell |
2,019
-594
| -23% | -$88.5K | 0.05% | 364 |
|
|
2019
Q4 | $354K | Sell |
2,613
-1,216
| -32% | -$169K | 0.04% | 403 |
|
|
2019
Q3 | $548K | Sell |
3,829
-2,504
| -40% | -$348K | 0.07% | 301 |
|
|
2019
Q2 | $841K | Sell |
6,333
-6,057
| -49% | -$769K | 0.12% | 198 |
|
|
2019
Q1 | $1.57M | Sell |
12,390
-12,004
| -49% | -$1.46M | 0.26% | 99 |
|
|
2018
Q4 | $2.96M | Sell |
24,394
-27,253
| -53% | -$3.15M | 0.57% | 34 |
|
|
2018
Q3 | $6.06M | Buy |
+51,647
| New | +$6.2M | 1.31% | 11 |
|
|
2018
Q2 | – | Sell |
-956
| Closed | -$117K | – | 1270 |
|
|
2018
Q1 | $117K | Sell |
956
-108
| -10% | -$13K | 0.03% | 449 |
|
|
2017
Q4 | $134K | Buy |
1,064
+442
| +71% | +$55.5K | 0.04% | 428 |
|
|
2017
Q3 | $77K | Hold |
622
| – | – | 0.03% | 404 |
|
|
2017
Q2 | $85 | Sell |
622
-5,655
| -90% | -$699K | 0.04% | 373 |
|
|
2017
Q1 | $762K | Buy |
6,277
+5,468
| +676% | +$656K | 0.51% | 42 |
|
|
2016
Q4 | $97K | Buy |
+809
| New | +$101K | 0.07% | 275 |
|
Other funds holding TLT
IHT Wealth Management's TLT Position: Q1 2026 in Review
IHT Wealth Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 46% in Q1 2026, buying an estimated $19.9M and bringing the position to 722,236 shares worth $62.6M. The position accounts for 1.45% of the portfolio, ranked #9.
IHT Wealth Management first reported a position in TLT in Q4 2016 and has held it in 34 quarters since. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.
- IHT Wealth Management held 722,236 shares of iShares 20+ Year Treasury Bond ETF worth $62.6M as of Q1 2026.
- IHT Wealth Management bought 226,856 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $19.9M.
- iShares 20+ Year Treasury Bond ETF made up 1.45% of IHT Wealth Management's portfolio in Q1 2026, its #9 holding.
- IHT Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2016 and has held it in 34 quarters since.
- 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.
Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.