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Measured Wealth Private Client Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Measured Wealth Private Client Group’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 		$6.65M Sell
76,758
-3,750
-5% -$330K 1.82% 11
2025
Q4 		$7.02M Buy
80,508
+3,199
+4% +$286K 1.86% 11
2025
Q3 		$6.91M Buy
77,309
+8,019
+12% +$701K 1.86% 12
2025
Q2 		$6.11M Buy
69,290
+1,230
+2% +$107K 1.83% 12
2025
Q1 		$6.2M Buy
68,060
+4,837
+8% +$431K 1.99% 11
2024
Q4 		$5.52M Buy
63,223
+4,369
+7% +$402K 1.78% 12
2024
Q3 		$5.77M Buy
58,854
+29,139
+98% +$2.81M 1.93% 11
2024
Q2 		$2.73M Sell
29,715
-1,503
-5% -$137K 0.96% 19
2024
Q1 		$2.95M Sell
31,218
-24,458
-44% -$2.31M 1.03% 18
2023
Q4 		$5.51M Sell
55,676
-4,417
-7% -$399K 2.03% 10
2023
Q3 		$5.33M Buy
60,093
+4,112
+7% +$395K 2.14% 10
2023
Q2 		$5.76M Buy
55,981
+21,883
+64% +$2.27M 2.19% 10
2023
Q1 		$3.63M Buy
34,098
+269
+0.8% +$28.1K 1.4% 14
2022
Q4 		$3.37M Buy
33,829
+6,638
+24% +$669K 1.39% 15
2022
Q3 		$2.79M Buy
+27,191
New +$3.06M 1.23% 18
2022
Q1 		– Sell
-11,178
Closed -$1.66M – 192
2021
Q4 		$1.66M Buy
+11,178
New +$1.65M 0.59% 25
2019
Q2 		– Sell
-8,435
Closed -$1.07M – 218
2019
Q1 		$1.07M Buy
8,435
+1,056
+14% +$128K 0.66% 27
2018
Q4 		$897K Buy
7,379
+27
+0.4% +$3.13K 0.81% 23
2018
Q3 		$862K Buy
7,352
+300
+4% +$36K 0.52% 27
2018
Q2 		$858K Buy
+7,052
New +$844K 0.7% 26
2017
Q3 		$892K Buy
+7,151
New +$899K 1.22% 19

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

Measured Wealth Private Client Group's TLT Position: Q1 2026 in Review

Measured Wealth Private Client Group reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 4.7% in Q1 2026, selling an estimated $330K and leaving 76,758 shares worth $6.65M. The position accounts for 1.82% of the portfolio, ranked #11.

Measured Wealth Private Client Group first reported a position in TLT in Q3 2017 and has held it in 21 quarters since. The position peaked at $7.02M in Q4 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Measured Wealth Private Client Group held 76,758 shares of iShares 20+ Year Treasury Bond ETF worth $6.65M as of Q1 2026.
  • Measured Wealth Private Client Group sold 3,750 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $330K.
  • iShares 20+ Year Treasury Bond ETF made up 1.82% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #11 holding.
  • Measured Wealth Private Client Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2017 and has held it in 21 quarters since.
  • Measured Wealth Private Client Group's iShares 20+ Year Treasury Bond ETF position peaked at $7.02M in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.