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

International Private 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	$5.33M	Buy	61,518 +7,836	+15%	+$689K	3.26%	3
2025 Q4	$4.68M	Sell	53,682 -999	-2%	-$89.3K	2.95%	5
2025 Q3	$4.89M	Buy	54,681 +32,951	+152%	+$2.88M	3.07%	4
2025 Q2	$1.92M	Buy	21,730 +5,348	+33%	+$466K	1.65%	15
2025 Q1	$1.49M	Buy	16,382 +1,976	+14%	+$176K	1.43%	15
2024 Q4	$1.26M	Buy	+14,406	New	+$1.33M	1.25%	17
2024 Q1	–	Sell	-9,030	Closed	-$893K	–	137
2023 Q4	$893K	Buy	+9,030	New	+$816K	0.88%	27

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

International Private Wealth Advisors's TLT Position: Q1 2026 in Review

International Private Wealth Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 15% in Q1 2026, buying an estimated $689K and bringing the position to 61,518 shares worth $5.33M. The position accounts for 3.26% of the portfolio, ranked #3.

International Private Wealth Advisors first reported a position in TLT in Q4 2023 and has held it in 7 quarters since. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

International Private Wealth Advisors held 61,518 shares of iShares 20+ Year Treasury Bond ETF worth $5.33M as of Q1 2026.
International Private Wealth Advisors bought 7,836 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $689K.
iShares 20+ Year Treasury Bond ETF made up 3.26% of International Private Wealth Advisors's portfolio in Q1 2026, its #3 holding.
International Private Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 7 quarters since.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on International Private Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.