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

MY 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 		$15.6M Buy
171,721
+165,754
+2,778% +$14.6M 15.13% 1
2025
Q4 		$520K Sell
5,967
-669
-10% -$59.8K 0.45% 24
2025
Q3 		$593K Sell
6,636
-247
-4% -$21.6K 0.52% 22
2025
Q2 		$607K Sell
6,883
-164,838
-96% -$14.4M 0.58% 20
2025
Q1 		$15.6M Buy
171,721
+24,670
+17% +$2.2M 15.12% 1
2024
Q4 		$12.8M Sell
147,051
-38,376
-21% -$3.53M 12.82% 2
2024
Q3 		$18.2M Buy
185,427
+5,568
+3% +$537K 18.45% 1
2024
Q2 		$16.5M Buy
179,859
+1,841
+1% +$168K 18.8% 1
2024
Q1 		$16.8M Sell
178,018
-9,276
-5% -$877K 18.58% 1
2023
Q4 		$18.5M Buy
187,294
+92,134
+97% +$8.32M 17.42% 1
2023
Q3 		$8.44M Buy
95,160
+8
+0% +$769 8.39% 4
2023
Q2 		$9.79M Buy
95,152
+5,072
+6% +$526K 8.94% 3
2023
Q1 		$9.58M Buy
+90,080
New +$9.43M 9.6% 3
2022
Q4 		– Sell
-52,221
Closed -$5.35M – 24
2022
Q3 		$5.35M Buy
52,221
+20,820
+66% +$2.34M 5.74% 6
2022
Q2 		$3.61M Sell
31,401
-140
-0.4% -$16.5K 3.9% 11
2022
Q1 		$4.17M Buy
+31,541
New +$4.35M 3.86% 11

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

MY Wealth Management's TLT Position: Q1 2026 in Review

MY Wealth Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 2,778% in Q1 2026, buying an estimated $14.6M and bringing the position to 171,721 shares worth $15.6M. The position accounts for 15.13% of the portfolio, ranked #1.

MY Wealth Management first reported a position in TLT in Q1 2022 and has held it in 16 quarters since. The position peaked at $18.5M in Q4 2023. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • MY Wealth Management held 171,721 shares of iShares 20+ Year Treasury Bond ETF worth $15.6M as of Q1 2026.
  • MY Wealth Management bought 165,754 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $14.6M.
  • iShares 20+ Year Treasury Bond ETF made up 15.13% of MY Wealth Management's portfolio in Q1 2026, its #1 holding.
  • MY Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2022 and has held it in 16 quarters since.
  • MY Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $18.5M in Q4 2023.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on MY Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.