NWF Advisory Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

NWF Advisory Services’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	$232K	Sell	2,677 -110	-4%	-$9.67K	0.03%	338
2025 Q4	$243K	Buy	+2,787	New	+$249K	0.03%	326
2025 Q3	–	Sell	-2,642	Closed	-$233K	–	459
2025 Q2	$233K	Sell	2,642 -77	-3%	-$6.71K	0.03%	347
2025 Q1	$248K	Sell	2,719 -26,311	-91%	-$2.34M	0.03%	279
2024 Q4	$2.54M	Sell	29,030 -7,675	-21%	-$706K	0.37%	50
2024 Q3	$3.6M	Buy	36,705 +5,315	+17%	+$513K	0.52%	44
2024 Q2	$2.88M	Buy	31,390 +3,499	+13%	+$319K	0.46%	47
2024 Q1	$2.64M	Buy	27,891 +15,665	+128%	+$1.48M	0.44%	51
2023 Q4	$1.21M	Buy	+12,226	New	+$1.1M	0.24%	80
2023 Q3	–	Sell	-13,310	Closed	-$1.37M	–	302
2023 Q2	$1.37M	Hold	13,310	–	–	0.32%	63
2023 Q1	$1.37M	Buy	+13,310	New	+$1.39M	0.32%	63

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NWF Advisory Services's TLT Position: Q1 2026 in Review

NWF Advisory Services reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 3.9% in Q1 2026, selling an estimated $9.67K and leaving 2,677 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #338.

NWF Advisory Services first reported a position in TLT in Q1 2023 and has held it in 11 quarters since. The position peaked at $3.6M in Q3 2024. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

NWF Advisory Services held 2,677 shares of iShares 20+ Year Treasury Bond ETF worth $232K as of Q1 2026.
NWF Advisory Services sold 110 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $9.67K.
iShares 20+ Year Treasury Bond ETF made up 0.03% of NWF Advisory Services's portfolio in Q1 2026, its #338 holding.
NWF Advisory Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and has held it in 11 quarters since.
NWF Advisory Services's iShares 20+ Year Treasury Bond ETF position peaked at $3.6M in Q3 2024.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.