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

Maridea 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 		$1.42M Sell
16,323
-1,446
-8% -$127K 0.21% 119
2025
Q4 		$1.55M Sell
17,769
-3,062
-15% -$274K 0.23% 119
2025
Q3 		$1.91M Buy
20,831
+12,370
+146% +$1.08M 0.3% 81
2025
Q2 		$747K Sell
8,461
-25,124
-75% -$2.19M 0.19% 99
2025
Q1 		$3.06M Buy
33,585
+11,588
+53% +$1.03M 1% 18
2024
Q4 		$1.92M Buy
+21,997
New +$2.02M 0.62% 28

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

Maridea Wealth Management's TLT Position: Q1 2026 in Review

Maridea Wealth Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 8.1% in Q1 2026, selling an estimated $127K and leaving 16,323 shares worth $1.42M. The position accounts for 0.21% of the portfolio, ranked #119.

Maridea Wealth Management first reported a position in TLT in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.06M in Q1 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Maridea Wealth Management held 16,323 shares of iShares 20+ Year Treasury Bond ETF worth $1.42M as of Q1 2026.
  • Maridea Wealth Management sold 1,446 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $127K.
  • iShares 20+ Year Treasury Bond ETF made up 0.21% of Maridea Wealth Management's portfolio in Q1 2026, its #119 holding.
  • Maridea Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Maridea Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $3.06M in Q1 2025.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.