Redwood Wealth Management Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Redwood Wealth Management Group’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 Q2	–	Sell	-25,650	Closed	-$2.22M	–	110
2026 Q1	$2.22M	Sell	25,650 -5,813	-18%	-$511K	0.96%	28
2025 Q4	$2.74M	Buy	31,463 +5,600	+22%	+$501K	1.15%	22
2025 Q3	$2.31M	Buy	25,863 +6,821	+36%	+$597K	0.98%	27
2025 Q2	$1.68M	Buy	+19,042	New	+$1.66M	0.76%	38

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Redwood Wealth Management Group's TLT Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 25,650 shares — an estimated $2.22M sold.

Redwood Wealth Management Group first reported a position in TLT in Q2 2025 and held it in 4 quarters. The position peaked at $2.74M in Q4 2025. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Redwood Wealth Management Group reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Redwood Wealth Management Group sold 25,650 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $2.22M.
Redwood Wealth Management Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2025 and held it in 4 quarters.
Redwood Wealth Management Group's iShares 20+ Year Treasury Bond ETF position peaked at $2.74M in Q4 2025.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.