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

Olistico Wealth’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 Q3	–	Sell	-70	Closed	-$6.05K	–	360
2026 Q2	$6.05K	Hold	70	–	–	﹤0.01%	277
2026 Q1	$6.07K	Hold	70	–	–	﹤0.01%	281
2025 Q4	$6.1K	Buy	+70	New	+$6.26K	﹤0.01%	281
2025 Q3	–	Sell	-70	Closed	-$6.18K	–	309
2025 Q2	$6.18K	Buy	+70	New	+$6.1K	﹤0.01%	284

Other funds holding TLT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return

Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return

WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return

Olistico Wealth's TLT Position: Q3 2026 in Review

Olistico Wealth sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2026, closing a stake of 70 shares — an estimated $6.05K sold.

Olistico Wealth first reported a position in TLT in Q2 2025 and held it in 4 quarters. The position peaked at $6.18K in Q2 2025. 204 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

Olistico Wealth reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
Olistico Wealth sold 70 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $6.05K.
Olistico Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2025 and held it in 4 quarters.
Olistico Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $6.18K in Q2 2025.
204 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.