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

Mascagni 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	$256K	Sell	2,950 -130	-4%	-$11.4K	0.18%	105
2025 Q4	$268K	Buy	3,080 +32	+1%	+$2.86K	0.2%	102
2025 Q3	$272K	Sell	3,048 -1,255	-29%	-$110K	0.21%	100
2025 Q2	$380K	Buy	4,303 +1,030	+31%	+$89.8K	0.32%	77
2025 Q1	$298K	Hold	3,273	–	–	0.3%	86
2024 Q4	$298K	Buy	+3,273	New	+$301K	0.3%	86

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

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

Mascagni Wealth Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 4.2% in Q1 2026, selling an estimated $11.4K and leaving 2,950 shares worth $256K. The position accounts for 0.18% of the portfolio, ranked #105.

Mascagni Wealth Management first reported a position in TLT in Q4 2024 and has held it in 6 quarters since. The position peaked at $380K in Q2 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Mascagni Wealth Management held 2,950 shares of iShares 20+ Year Treasury Bond ETF worth $256K as of Q1 2026.
Mascagni Wealth Management sold 130 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $11.4K.
iShares 20+ Year Treasury Bond ETF made up 0.18% of Mascagni Wealth Management's portfolio in Q1 2026, its #105 holding.
Mascagni Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
Mascagni Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $380K in Q2 2025.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Mascagni Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.