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

Meridian 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 		$412K Sell
4,755
-1,002
-17% -$88.1K 0.05% 144
2025
Q4 		$502K Buy
5,757
+668
+13% +$59.7K 0.07% 134
2025
Q3 		$455K Buy
5,089
+296
+6% +$25.9K 0.06% 133
2025
Q2 		$423K Buy
4,793
+2,579
+116% +$225K 0.07% 131
2025
Q1 		$202K Buy
+2,214
New +$197K 0.03% 165
2024
Q4 		– Sell
-5,427
Closed -$532K – 181
2024
Q3 		$532K Buy
5,427
+1,770
+48% +$171K 0.09% 113
2024
Q2 		$336K Buy
3,657
+38
+1% +$3.46K 0.06% 138
2024
Q1 		$342K Sell
3,619
-262
-7% -$24.8K 0.06% 141
2023
Q4 		$384K Buy
3,881
+30
+0.8% +$2.71K 0.08% 124
2023
Q3 		$342K Sell
3,851
-977
-20% -$93.9K 0.09% 129
2023
Q2 		$497K Buy
4,828
+26
+0.5% +$2.7K 0.12% 109
2023
Q1 		$511K Buy
4,802
+528
+12% +$55.2K 0.13% 113
2022
Q4 		$425K Sell
4,274
-2,484
-37% -$250K 0.11% 123
2022
Q3 		$692K Sell
6,758
-4,478
-40% -$504K 0.19% 91
2022
Q2 		$1.29M Sell
11,236
-18
-0.2% -$2.12K 0.34% 67
2022
Q1 		$1.49M Sell
11,254
-804
-7% -$111K 0.34% 67
2021
Q4 		$1.79M Sell
12,058
-34
-0.3% -$5.01K 0.43% 60
2021
Q3 		$1.75M Sell
12,092
-44
-0.4% -$6.53K 0.49% 55
2021
Q2 		$1.75M Buy
12,136
+4,325
+55% +$603K 0.5% 56
2021
Q1 		$1.06M Sell
7,811
-2,294
-23% -$333K 0.35% 65
2020
Q4 		$1.59M Sell
10,105
-17
-0.2% -$2.7K 0.58% 44
2020
Q3 		$1.65M Buy
10,122
+472
+5% +$78.3K 0.71% 32
2020
Q2 		$1.58M Sell
9,650
-35
-0.4% -$5.76K 0.73% 29
2020
Q1 		$1.6M Sell
9,685
-23,775
-71% -$3.54M 0.88% 25
2019
Q4 		$4.53M Buy
33,460
+4,119
+14% +$573K 1.79% 12
2019
Q3 		$4.2M Buy
+29,341
New +$4.08M 1.8% 12

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

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

Meridian Wealth Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 17% in Q1 2026, selling an estimated $88.1K and leaving 4,755 shares worth $412K. The position accounts for 0.05% of the portfolio, ranked #144.

Meridian Wealth Advisors first reported a position in TLT in Q3 2019 and has held it in 26 quarters since. The position peaked at $4.53M in Q4 2019. 1,088 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Meridian Wealth Advisors held 4,755 shares of iShares 20+ Year Treasury Bond ETF worth $412K as of Q1 2026.
  • Meridian Wealth Advisors sold 1,002 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $88.1K.
  • iShares 20+ Year Treasury Bond ETF made up 0.05% of Meridian Wealth Advisors's portfolio in Q1 2026, its #144 holding.
  • Meridian Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2019 and has held it in 26 quarters since.
  • Meridian Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $4.53M in Q4 2019.
  • 1,088 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Meridian Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.