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

Meridian 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 		$3.44M Sell
39,702
-891
-2% -$78.3K 0.12% 164
2025
Q4 		$3.54M Sell
40,593
-5,769
-12% -$516K 0.12% 153
2025
Q3 		$4.14M Buy
46,362
+217
+0.5% +$19K 0.16% 121
2025
Q2 		$4.07M Buy
46,145
+987
+2% +$86.1K 0.17% 122
2025
Q1 		$4.11M Buy
45,158
+2,353
+5% +$209K 0.2% 112
2024
Q4 		$3.74M Buy
42,805
+16,009
+60% +$1.47M 0.18% 125
2024
Q3 		$2.63M Buy
+26,796
New +$2.58M 0.13% 160
2024
Q2 		– Sell
-10,150
Closed -$960K – 486
2024
Q1 		$960K Sell
10,150
-1,420
-12% -$134K 0.16% 93
2023
Q4 		$1.14M Sell
11,570
-2,436
-17% -$220K 0.07% 236
2023
Q3 		$1.24M Sell
14,006
-8,081
-37% -$777K 0.08% 207
2023
Q2 		$2.27M Buy
22,087
+4,328
+24% +$449K 0.19% 111
2023
Q1 		$1.89M Buy
17,759
+2,723
+18% +$285K 0.16% 133
2022
Q4 		$1.5M Buy
15,036
+9,580
+176% +$965K 0.15% 141
2022
Q3 		$559K Buy
+5,456
New +$614K 0.06% 259
2022
Q2 		– Sell
-1,666
Closed -$220K – 580
2022
Q1 		$220K Buy
+1,666
New +$230K 0.02% 360

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 Management's TLT Position: Q1 2026 in Review

Meridian Wealth Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 2.2% in Q1 2026, selling an estimated $78.3K and leaving 39,702 shares worth $3.44M. The position accounts for 0.12% of the portfolio, ranked #164.

Meridian Wealth Management first reported a position in TLT in Q1 2022 and has held it in 15 quarters since. The position peaked at $4.14M in Q3 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Meridian Wealth Management held 39,702 shares of iShares 20+ Year Treasury Bond ETF worth $3.44M as of Q1 2026.
  • Meridian Wealth Management sold 891 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $78.3K.
  • iShares 20+ Year Treasury Bond ETF made up 0.12% of Meridian Wealth Management's portfolio in Q1 2026, its #164 holding.
  • Meridian Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2022 and has held it in 15 quarters since.
  • Meridian Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $4.14M in Q3 2025.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.