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

One 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 		$361K Sell
4,159
-29,682
-88% -$2.61M 0.04% 217
2025
Q4 		$2.95M Buy
33,841
+26,092
+337% +$2.33M 0.36% 51
2025
Q3 		$693K Sell
7,749
-69
-0.9% -$6.04K 0.09% 125
2025
Q2 		$690K Sell
7,818
-10,257
-57% -$894K 0.1% 122
2025
Q1 		$1.65M Sell
18,075
-56,923
-76% -$5.07M 0.25% 70
2024
Q4 		$6.55M Buy
74,998
+15,198
+25% +$1.4M 0.97% 25
2024
Q3 		$5.87M Buy
+59,800
New +$5.77M 0.9% 27
2024
Q2 		– Sell
-71,606
Closed -$6.78M – 274
2024
Q1 		$6.78M Sell
71,606
-6,476
-8% -$613K 1.18% 24
2023
Q4 		$7.72M Buy
78,082
+4,561
+6% +$412K 1.49% 19
2023
Q3 		$6.52M Buy
73,521
+58,633
+394% +$5.64M 1.45% 20
2023
Q2 		$1.53M Buy
14,888
+117
+0.8% +$12.1K 0.32% 50
2023
Q1 		$1.57M Buy
14,771
+809
+6% +$84.6K 0.36% 45
2022
Q4 		$1.39M Sell
13,962
-5,439
-28% -$548K 0.32% 53
2022
Q3 		$1.99M Buy
19,401
+13,117
+209% +$1.48M 0.65% 28
2022
Q2 		$722K Sell
6,284
-1,479
-19% -$174K 0.19% 69
2022
Q1 		$1.02M Sell
7,763
-1,167
-13% -$161K 0.25% 53
2021
Q4 		$1.32M Buy
8,930
+3,287
+58% +$484K 0.34% 47
2021
Q3 		$814K Buy
5,643
+3,104
+122% +$461K 0.24% 54
2021
Q2 		$367K Buy
2,539
+779
+44% +$109K 0.12% 102
2021
Q1 		$238K Buy
1,760
+437
+33% +$63.3K 0.09% 130
2020
Q4 		$209K Buy
+1,323
New +$210K 0.11% 123

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

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

One Wealth Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 88% in Q1 2026, selling an estimated $2.61M and leaving 4,159 shares worth $361K. The position accounts for 0.04% of the portfolio, ranked #217.

One Wealth Advisors first reported a position in TLT in Q4 2020 and has held it in 21 quarters since. The position peaked at $7.72M in Q4 2023. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • One Wealth Advisors held 4,159 shares of iShares 20+ Year Treasury Bond ETF worth $361K as of Q1 2026.
  • One Wealth Advisors sold 29,682 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $2.61M.
  • iShares 20+ Year Treasury Bond ETF made up 0.04% of One Wealth Advisors's portfolio in Q1 2026, its #217 holding.
  • One Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2020 and has held it in 21 quarters since.
  • One Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $7.72M in Q4 2023.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on One Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.