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Integrated Wealth Concepts’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Integrated Wealth Concepts’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 		$6.45M Buy
74,453
+47,769
+179% +$4.2M 0.05% 346
2025
Q4 		$2.33M Sell
26,684
-8,301
-24% -$742K 0.03% 496
2025
Q3 		$3.13M Sell
34,985
-1,050
-3% -$91.8K 0.03% 514
2025
Q2 		$3.18M Sell
36,035
-3,866
-10% -$337K 0.03% 476
2025
Q1 		$3.63M Sell
39,901
-65,239
-62% -$5.81M 0.04% 390
2024
Q4 		$9.18M Buy
105,140
+35,722
+51% +$3.29M 0.11% 187
2024
Q3 		$6.81M Sell
69,418
-5,359
-7% -$517K 0.08% 229
2024
Q2 		$6.86M Sell
74,777
-102,477
-58% -$9.34M 0.09% 213
2024
Q1 		$16.8M Sell
177,254
-5,547
-3% -$525K 0.24% 100
2023
Q4 		$18.1M Buy
182,801
+34,129
+23% +$3.08M 0.3% 76
2023
Q3 		$13.2M Buy
148,672
+101,106
+213% +$9.72M 0.23% 107
2023
Q2 		$4.9M Sell
47,566
-22,585
-32% -$2.34M 0.08% 231
2023
Q1 		$7.46M Buy
70,151
+34,409
+96% +$3.6M 0.15% 147
2022
Q4 		$3.56M Sell
35,742
-3,597
-9% -$362K 0.1% 204
2022
Q3 		$4.03M Sell
39,339
-13,457
-25% -$1.52M 0.13% 161
2022
Q2 		$6.07M Sell
52,796
-5,039
-9% -$593K 0.19% 115
2022
Q1 		$7.64M Sell
57,835
-92,101
-61% -$12.7M 0.23% 91
2021
Q4 		$22.2M Buy
149,936
+142,605
+1,945% +$21M 0.66% 34
2021
Q3 		$1.06M Buy
7,331
+3,132
+75% +$465K 0.03% 370
2021
Q2 		$606K Buy
4,199
+965
+30% +$135K 0.02% 487
2021
Q1 		$438K Sell
3,234
-955
-23% -$138K 0.02% 499
2020
Q4 		$661K Sell
4,189
-17,201
-80% -$2.73M 0.03% 349
2020
Q3 		$3.49M Sell
21,390
-113,564
-84% -$18.8M 0.22% 90
2020
Q2 		$22.1M Buy
134,954
+30,822
+30% +$5.07M 1.59% 13
2020
Q1 		$17.2M Buy
104,132
+98,019
+1,603% +$14.6M 1.59% 14
2019
Q4 		$828K Sell
6,113
-159,434
-96% -$22.2M 0.07% 177
2019
Q3 		$23.7M Buy
165,547
+66,415
+67% +$9.23M 2.66% 5
2019
Q2 		$12.5M Buy
99,132
+96,962
+4,468% +$12.3M 1.64% 11
2019
Q1 		$274K Sell
2,170
-39,450
-95% -$4.8M 0.05% 257
2018
Q4 		$5.06M Buy
+41,620
New +$4.82M 1.37% 18
2018
Q3 		– Sell
-3,791
Closed -$460K – 261
2018
Q2 		$460K Buy
3,791
+1,914
+102% +$229K 0.16% 120
2018
Q1 		$229K Buy
1,877
+155
+9% +$18.7K 0.09% 174
2017
Q4 		$216K Buy
+1,722
New +$216K 0.09% 175

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

Integrated Wealth Concepts's TLT Position: Q1 2026 in Review

Integrated Wealth Concepts increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 179% in Q1 2026, buying an estimated $4.2M and bringing the position to 74,453 shares worth $6.45M. The position accounts for 0.05% of the portfolio, ranked #346.

Integrated Wealth Concepts first reported a position in TLT in Q4 2017 and has held it in 33 quarters since. The position peaked at $23.7M in Q3 2019. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Integrated Wealth Concepts held 74,453 shares of iShares 20+ Year Treasury Bond ETF worth $6.45M as of Q1 2026.
  • Integrated Wealth Concepts bought 47,769 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $4.2M.
  • iShares 20+ Year Treasury Bond ETF made up 0.05% of Integrated Wealth Concepts's portfolio in Q1 2026, its #346 holding.
  • Integrated Wealth Concepts first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2017 and has held it in 33 quarters since.
  • Integrated Wealth Concepts's iShares 20+ Year Treasury Bond ETF position peaked at $23.7M in Q3 2019.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.