LLWM
TLT icon

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

Life Line 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
Q1 		$579K Buy
6,679
+214
+3% +$18.8K 0.26% 19
2025
Q4 		$564K Buy
6,465
+156
+2% +$13.9K 0.17% 17
2025
Q3 		$564K Buy
6,309
+112
+2% +$9.8K 0.17% 18
2025
Q2 		$547K Buy
6,197
+157
+3% +$13.7K 0.18% 18
2025
Q1 		$550K Buy
6,040
+290
+5% +$25.8K 0.2% 17
2024
Q4 		$502K Buy
5,750
+54
+0.9% +$4.97K 0.18% 11
2024
Q3 		$559K Sell
5,696
-411,186
-99% -$39.7M 0.2% 10
2024
Q2 		$38.3M Buy
416,882
+403,430
+2,999% +$36.8M 14.46% 4
2024
Q1 		$1.27M Sell
13,452
-685,032
-98% -$64.8M 0.48% 9
2023
Q4 		$69.1M Buy
+698,484
New +$63.1M 27.35% 1

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

Life Line Wealth Management's TLT Position: Q1 2026 in Review

Life Line Wealth Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 3.3% in Q1 2026, buying an estimated $18.8K and bringing the position to 6,679 shares worth $579K. The position accounts for 0.26% of the portfolio, ranked #19.

Life Line Wealth Management first reported a position in TLT in Q4 2023 and has held it in 10 quarters since. The position peaked at $69.1M in Q4 2023. 1,087 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Life Line Wealth Management held 6,679 shares of iShares 20+ Year Treasury Bond ETF worth $579K as of Q1 2026.
  • Life Line Wealth Management bought 214 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $18.8K.
  • iShares 20+ Year Treasury Bond ETF made up 0.26% of Life Line Wealth Management's portfolio in Q1 2026, its #19 holding.
  • Life Line Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Life Line Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $69.1M in Q4 2023.
  • 1,087 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Life Line Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.