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Independent Wealth Network’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Independent Wealth Network’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
-5,562
Closed -$485K – 342
2025
Q4 		$485K Sell
5,562
-21
-0.4% -$1.88K 0.15% 153
2025
Q3 		$499K Buy
+5,583
New +$488K 0.16% 147
2024
Q4 		– Sell
-4,744
Closed -$465K – 248
2024
Q3 		$465K Buy
+4,744
New +$457K 0.21% 123
2024
Q2 		– Sell
-7,220
Closed -$683K – 227
2024
Q1 		$683K Buy
7,220
+2,314
+47% +$219K 0.32% 83
2023
Q4 		$485K Buy
4,906
+2,315
+89% +$209K 0.26% 106
2023
Q3 		$230K Sell
2,591
-446
-15% -$42.9K 0.14% 167
2023
Q2 		$313K Sell
3,037
-44
-1% -$4.56K 0.19% 145
2023
Q1 		$328K Sell
3,081
-90
-3% -$9.42K 0.21% 120
2022
Q4 		$316K Sell
3,171
-126
-4% -$12.7K 0.22% 119
2022
Q3 		$338K Sell
3,297
-113
-3% -$12.7K 0.26% 105
2022
Q2 		$392K Sell
3,410
-11
-0.3% -$1.29K 0.28% 93
2022
Q1 		$452K Sell
3,421
-11,024
-76% -$1.52M 0.29% 95
2021
Q4 		$2.14M Buy
14,445
+314
+2% +$46.3K 1.32% 19
2021
Q3 		$2.06M Buy
+14,131
New +$2.1M 1.34% 16

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

Independent Wealth Network's TLT Position: Q1 2026 in Review

Independent Wealth Network sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 5,562 shares — an estimated $485K sold.

Independent Wealth Network first reported a position in TLT in Q3 2021 and held it in 14 quarters. The position peaked at $2.14M in Q4 2021. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Independent Wealth Network reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Independent Wealth Network sold 5,562 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $485K.
  • Independent Wealth Network first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2021 and held it in 14 quarters.
  • Independent Wealth Network's iShares 20+ Year Treasury Bond ETF position peaked at $2.14M in Q4 2021.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Independent Wealth Network's 13F filing for Q1 2026, filed 21 Apr 2026.