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Medallion Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Medallion 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 		$94.1K Sell
1,086
-363
-25% -$31.9K 0.03% 366
2025
Q4 		$126K Sell
1,449
-71
-5% -$6.35K 0.04% 317
2025
Q3 		$136K Sell
1,520
-865
-36% -$75.7K 0.05% 293
2025
Q2 		$210K Sell
2,385
-289
-11% -$25.2K 0.08% 221
2025
Q1 		$245K Sell
2,674
-198
-7% -$17.6K 0.11% 177
2024
Q4 		$251K Buy
+2,872
New +$264K 0.12% 161

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

Medallion Wealth Advisors's TLT Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 25% in Q1 2026, selling an estimated $31.9K and leaving 1,086 shares worth $94.1K. The position accounts for 0.03% of the portfolio, ranked #366.

Medallion Wealth Advisors first reported a position in TLT in Q4 2024 and has held it in 6 quarters since. The position peaked at $251K in Q4 2024. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Medallion Wealth Advisors held 1,086 shares of iShares 20+ Year Treasury Bond ETF worth $94.1K as of Q1 2026.
  • Medallion Wealth Advisors sold 363 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $31.9K.
  • iShares 20+ Year Treasury Bond ETF made up 0.03% of Medallion Wealth Advisors's portfolio in Q1 2026, its #366 holding.
  • Medallion Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $251K in Q4 2024.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.