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

Maripau 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 		$323K Sell
3,724
-366
-9% -$32.2K 0.14% 129
2025
Q4 		$356K Sell
4,090
-212
-5% -$19K 0.16% 111
2025
Q3 		$384K Sell
4,302
-309
-7% -$27K 0.19% 95
2025
Q2 		$407K Sell
4,611
-5,720
-55% -$499K 0.21% 96
2025
Q1 		$940K Sell
10,331
-2,441
-19% -$217K 0.54% 43
2024
Q4 		$1.12M Sell
12,772
-14,018
-52% -$1.29M 0.66% 35
2024
Q3 		$2.63M Sell
26,790
-4,468
-14% -$431K 2.28% 15
2024
Q2 		$2.87M Sell
31,258
-283
-0.9% -$25.8K 1.96% 10
2024
Q1 		$2.98M Sell
31,541
-941
-3% -$89K 2.24% 7
2023
Q4 		$3.21M Sell
32,482
-8,669
-21% -$783K 2.79% 7
2023
Q3 		$3.65M Buy
41,151
+9,312
+29% +$895K 3.36% 6
2023
Q2 		$3.28M Buy
31,839
+5,287
+20% +$548K 2.92% 8
2023
Q1 		$2.82M Sell
26,552
-2,167
-8% -$227K 2.94% 10
2022
Q4 		$3.1M Buy
28,719
+980
+4% +$98.7K 3.23% 8
2022
Q3 		$2.67M Buy
27,739
+2,866
+12% +$323K 2.88% 7
2022
Q2 		$2.99M Sell
24,873
-2,203
-8% -$259K 3.23% 6
2022
Q1 		$3.21M Sell
27,076
-5,937
-18% -$819K 2.9% 9
2021
Q4 		$4.5M Buy
+33,013
New +$4.87M 4.26% 6

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

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

Maripau Wealth Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 8.9% in Q1 2026, selling an estimated $32.2K and leaving 3,724 shares worth $323K. The position accounts for 0.14% of the portfolio, ranked #129.

Maripau Wealth Management first reported a position in TLT in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.5M in Q4 2021. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Maripau Wealth Management held 3,724 shares of iShares 20+ Year Treasury Bond ETF worth $323K as of Q1 2026.
  • Maripau Wealth Management sold 366 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $32.2K.
  • iShares 20+ Year Treasury Bond ETF made up 0.14% of Maripau Wealth Management's portfolio in Q1 2026, its #129 holding.
  • Maripau Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Maripau Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $4.5M in Q4 2021.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Maripau Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.