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Kaydan Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Kaydan Wealth Management’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
Q3 		– Sell
-62,541
Closed -$5.4M – 122
2026
Q2 		$5.4M Sell
62,541
-85,840
-58% -$7.37M 1.65% 14
2026
Q1 		$12.9M Sell
148,381
-453
-0.3% -$39.8K 4.3% 9
2025
Q4 		$13M Buy
148,834
+89,090
+149% +$7.97M 3.75% 8
2025
Q3 		$5.34M Sell
59,744
-1,215
-2% -$106K 1.53% 15
2025
Q2 		$5.38M Sell
60,959
-228,389
-79% -$19.9M 1.76% 10
2025
Q1 		$26.3M Buy
289,348
+74,165
+34% +$6.6M 8.45% 3
2024
Q4 		$18.8M Sell
215,183
-75,429
-26% -$6.94M 6.25% 7
2024
Q3 		$28.5M Buy
290,612
+144,822
+99% +$14M 8.41% 4
2024
Q2 		$13.4M Buy
+145,790
New +$13.3M 4.74% 9
2024
Q1 		– Sell
-162,785
Closed -$16.1M – 109
2023
Q4 		$16.1M Buy
+162,785
New +$14.7M 6.54% 4
2023
Q3 		– Sell
-89,292
Closed -$9.19M – 98
2023
Q2 		$9.19M Sell
89,292
-148,951
-63% -$15.5M 3.85% 6
2023
Q1 		$25.3M Sell
238,243
-74,736
-24% -$7.82M 10.39% 3
2022
Q4 		$31.2M Buy
+312,979
New +$31.5M 12.46% 3

Other funds holding TLT

IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

Kaydan Wealth Management's TLT Position: Q3 2026 in Review

Kaydan Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2026, closing a stake of 62,541 shares — an estimated $5.4M sold.

Kaydan Wealth Management first reported a position in TLT in Q4 2022 and held it in 13 quarters. The position peaked at $31.2M in Q4 2022. 46 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • Kaydan Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Kaydan Wealth Management sold 62,541 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $5.4M.
  • Kaydan Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and held it in 13 quarters.
  • Kaydan Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $31.2M in Q4 2022.
  • 46 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Kaydan Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.