Marshall & Sterling Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Marshall & Sterling Wealth 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	-102	Closed	-$8.86K	–	360
2025 Q4	$8.86K	Sell	102 -1,181	-92%	-$106K	0.01%	236
2025 Q3	$115K	Sell	1,283 -301	-19%	-$26.3K	0.07%	111
2025 Q2	$139K	Sell	1,584 -4,693	-75%	-$409K	0.09%	98
2025 Q1	$571K	Sell	6,277 -8,098	-56%	-$721K	0.39%	51
2024 Q4	$1.26M	Buy	+14,375	New	+$1.32M	0.87%	32

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's TLT Position: Q1 2026 in Review

Marshall & Sterling Wealth Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 102 shares — an estimated $8.86K sold.

Marshall & Sterling Wealth Advisors first reported a position in TLT in Q4 2024 and held it in 5 quarters. The position peaked at $1.26M in Q4 2024. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Marshall & Sterling Wealth Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Marshall & Sterling Wealth Advisors sold 102 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $8.86K.
Marshall & Sterling Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and held it in 5 quarters.
Marshall & Sterling Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $1.26M in Q4 2024.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.