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

McNaughton 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
Q3 		– Sell
-2,987
Closed -$258K – 77
2026
Q2 		$258K Buy
+2,987
New +$256K 0.09% 69
2025
Q2 		– Sell
-3,172
Closed -$289K – 77
2025
Q1 		$289K Buy
+3,172
New +$282K 0.14% 67

Other funds holding TLT

Citigroup
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Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

McNaughton Wealth Management's TLT Position: Q3 2026 in Review

McNaughton Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2026, closing a stake of 2,987 shares — an estimated $258K sold.

McNaughton Wealth Management first reported a position in TLT in Q1 2025 and held it in 2 quarters. The position peaked at $289K in Q1 2025. 543 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • McNaughton Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
  • McNaughton Wealth Management sold 2,987 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $258K.
  • McNaughton Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2025 and held it in 2 quarters.
  • McNaughton Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $289K in Q1 2025.
  • 543 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on McNaughton Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.