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Lifeworks Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Lifeworks 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 		– Sell
-4,254
Closed -$371K – 343
2025
Q4 		$371K Sell
4,254
-1,814
-30% -$162K 0.05% 243
2025
Q3 		$542K Sell
6,068
-4,160
-41% -$364K 0.07% 198
2025
Q2 		$903K Sell
10,228
-3,483
-25% -$304K 0.13% 137
2025
Q1 		$1.25M Sell
13,711
-5,401
-28% -$481K 0.21% 108
2024
Q4 		$1.67M Buy
19,112
+4,512
+31% +$415K 0.3% 89
2024
Q3 		$1.43M Buy
14,600
+7,595
+108% +$732K 0.28% 96
2024
Q2 		$643K Sell
7,005
-2,524
-26% -$230K 0.18% 116
2024
Q1 		$902K Buy
9,529
+3,928
+70% +$372K 0.25% 93
2023
Q4 		$554K Buy
+5,601
New +$506K 0.19% 110

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

Lifeworks Advisors's TLT Position: Q1 2026 in Review

Lifeworks Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 4,254 shares — an estimated $371K sold.

Lifeworks Advisors first reported a position in TLT in Q4 2023 and held it in 9 quarters. The position peaked at $1.67M in Q4 2024. 1,088 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Lifeworks Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Lifeworks Advisors sold 4,254 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $371K.
  • Lifeworks Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and held it in 9 quarters.
  • Lifeworks Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $1.67M in Q4 2024.
  • 1,088 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.