JSW
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Journey Strategic Wealth’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Journey Strategic Wealth’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 		$24.3M Buy
280,556
+1,864
+0.7% +$164K 0.6% 14
2025
Q4 		$24.3M Sell
278,692
-1,369
-0.5% -$122K 0.64% 14
2025
Q3 		$25M Buy
280,061
+20,041
+8% +$1.75M 0.71% 12
2025
Q2 		$22.9M Buy
260,020
+16,862
+7% +$1.47M 0.74% 10
2025
Q1 		$22.1M Sell
243,158
-39,969
-14% -$3.56M 0.77% 8
2024
Q4 		$24.7M Buy
283,127
+17,943
+7% +$1.65M 0.92% 7
2024
Q3 		$26M Buy
265,184
+55,574
+27% +$5.36M 0.95% 7
2024
Q2 		$19.2M Buy
209,610
+20,064
+11% +$1.83M 0.82% 7
2024
Q1 		$17.9M Sell
189,546
-10,300
-5% -$974K 0.79% 9
2023
Q4 		$19.8M Buy
199,846
+11,922
+6% +$1.08M 0.93% 9
2023
Q3 		$16.7M Buy
187,924
+43,366
+30% +$4.17M 0.8% 9
2023
Q2 		$14.9M Buy
144,558
+64
+0% +$6.64K 0.67% 10
2023
Q1 		$15.4M Buy
144,494
+91,557
+173% +$9.58M 1.62% 7
2022
Q4 		$5.27M Buy
52,937
+5,539
+12% +$558K 0.62% 13
2022
Q3 		$4.86M Buy
47,398
+12,664
+36% +$1.43M 0.66% 13
2022
Q2 		$3.99M Buy
+34,734
New +$4.09M 0.53% 18
2022
Q1 		– Sell
-5,150
Closed -$763K – 232
2021
Q4 		$763K Buy
+5,150
New +$759K 0.08% 49

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

Journey Strategic Wealth's TLT Position: Q1 2026 in Review

Journey Strategic Wealth increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.67% in Q1 2026, buying an estimated $164K and bringing the position to 280,556 shares worth $24.3M. The position accounts for 0.6% of the portfolio, ranked #14.

Journey Strategic Wealth first reported a position in TLT in Q4 2021 and has held it in 17 quarters since. The position peaked at $26M in Q3 2024. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Journey Strategic Wealth held 280,556 shares of iShares 20+ Year Treasury Bond ETF worth $24.3M as of Q1 2026.
  • Journey Strategic Wealth bought 1,864 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $164K.
  • iShares 20+ Year Treasury Bond ETF made up 0.6% of Journey Strategic Wealth's portfolio in Q1 2026, its #14 holding.
  • Journey Strategic Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • Journey Strategic Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $26M in Q3 2024.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.