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RDA Financial Network’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

RDA Financial Network’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 		– Sell
-2,646
Closed -$231K – 293
2025
Q4 		$231K Hold
2,646
– – 0.06% 241
2025
Q3 		$236K Buy
+2,646
New +$231K 0.06% 237
2025
Q2 		– Sell
-2,553
Closed -$232K – 266
2025
Q1 		$232K Sell
2,553
-5,467
-68% -$487K 0.07% 221
2024
Q4 		$700K Buy
8,020
+1,228
+18% +$113K 0.2% 110
2024
Q3 		$666K Sell
6,792
-286
-4% -$27.6K 0.21% 114
2024
Q2 		$650K Buy
7,078
+3,285
+87% +$299K 0.21% 114
2024
Q1 		$359K Sell
3,793
-345
-8% -$32.6K 0.12% 162
2023
Q4 		$409K Buy
4,138
+619
+18% +$55.9K 0.16% 140
2023
Q3 		$312K Buy
3,519
+1,078
+44% +$104K 0.14% 159
2023
Q2 		$251K Buy
2,441
+413
+20% +$42.8K 0.11% 187
2023
Q1 		$216K Buy
+2,028
New +$212K 0.1% 200
2019
Q4 		– Sell
-1,585
Closed -$221K – 259
2019
Q3 		$221K Buy
+1,585
New +$220K 0.09% 220

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RDA Financial Network's TLT Position: Q1 2026 in Review

RDA Financial Network sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 2,646 shares — an estimated $231K sold.

RDA Financial Network first reported a position in TLT in Q3 2019 and held it in 12 quarters. The position peaked at $700K in Q4 2024. 1,097 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • RDA Financial Network reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • RDA Financial Network sold 2,646 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $231K.
  • RDA Financial Network first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2019 and held it in 12 quarters.
  • RDA Financial Network's iShares 20+ Year Treasury Bond ETF position peaked at $700K in Q4 2024.
  • 1,097 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on RDA Financial Network's 13F filing for Q1 2026, filed 8 Apr 2026.