OneAscent Financial Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

OneAscent Financial 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	$214K	Buy	+2,464	New	+$217K	0.01%	548

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

OneAscent Financial Services's TLT Position: Q1 2026 in Review

OneAscent Financial Services opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026: 2,464 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #548 among its holdings.

1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

OneAscent Financial Services held 2,464 shares of iShares 20+ Year Treasury Bond ETF worth $214K as of Q1 2026.
iShares 20+ Year Treasury Bond ETF was a new OneAscent Financial Services position in Q1 2026.
iShares 20+ Year Treasury Bond ETF made up 0.01% of OneAscent Financial Services's portfolio in Q1 2026, its #548 holding.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.