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Leo Wealth LLC’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Leo Wealth LLC’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 		$8.59M Buy
99,099
+15,083
+18% +$1.33M 0.62% 36
2025
Q4 		$7.32M Buy
84,016
+45,801
+120% +$4.1M 0.53% 41
2025
Q3 		$3.42M Sell
38,215
-30,442
-44% -$2.66M 0.44% 43
2025
Q2 		$6.06M Buy
68,657
+38,941
+131% +$3.4M 0.47% 41
2025
Q1 		$2.71M Buy
+29,716
New +$2.65M 0.39% 54
2024
Q4 		– Sell
-44,087
Closed -$4.32M – 379
2024
Q3 		$4.32M Sell
44,087
-76,331
-63% -$7.36M 0.4% 47
2024
Q2 		$10.9M Buy
120,418
+4,026
+3% +$367K 1.12% 19
2024
Q1 		$10.9M Buy
116,392
+10,564
+10% +$999K 1.11% 18
2023
Q4 		$10.3M Buy
+105,828
New +$9.56M 1.07% 17

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Leo Wealth LLC's TLT Position: Q1 2026 in Review

Leo Wealth LLC increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 18% in Q1 2026, buying an estimated $1.33M and bringing the position to 99,099 shares worth $8.59M. The position accounts for 0.62% of the portfolio, ranked #36.

Leo Wealth LLC first reported a position in TLT in Q4 2023 and has held it in 9 quarters since. The position peaked at $10.9M in Q2 2024. 1,097 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Leo Wealth LLC held 99,099 shares of iShares 20+ Year Treasury Bond ETF worth $8.59M as of Q1 2026.
  • Leo Wealth LLC bought 15,083 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $1.33M.
  • iShares 20+ Year Treasury Bond ETF made up 0.62% of Leo Wealth LLC's portfolio in Q1 2026, its #36 holding.
  • Leo Wealth LLC first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 9 quarters since.
  • Leo Wealth LLC's iShares 20+ Year Treasury Bond ETF position peaked at $10.9M in Q2 2024.
  • 1,097 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.