Refined Wealth Management
TLT icon

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

Refined Wealth Management’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 		$226K Sell
2,902
-74
-2% -$6.1K 0.13% 40
2026
Q2 		$257K Sell
2,976
-736
-20% -$63.2K 0.16% 38
2026
Q1 		$322K Sell
3,712
-54,294
-94% -$4.77M 0.2% 35
2025
Q4 		$5.06M Sell
58,006
-956
-2% -$85.5K 3.4% 12
2025
Q3 		$5.27M Buy
58,962
+1,936
+3% +$169K 3.39% 11
2025
Q2 		$5.03M Buy
57,026
+96
+0.2% +$8.37K 3.46% 11
2025
Q1 		$5.18M Sell
56,930
-28,907
-34% -$2.57M 4.24% 9
2024
Q4 		$7.5M Sell
85,837
-251
-0.3% -$23.1K 5.71% 7
2024
Q3 		$8.45M Buy
86,088
+1,406
+2% +$136K 6.51% 6
2024
Q2 		$7.77M Buy
84,682
+1,037
+1% +$94.5K 5.99% 7
2024
Q1 		$7.91M Buy
83,645
+4,616
+6% +$437K 5.58% 8
2023
Q4 		$7.81M Buy
79,029
+1,837
+2% +$166K 6.09% 7
2023
Q3 		$6.85M Buy
77,192
+283
+0.4% +$27.2K 6.14% 5
2023
Q2 		$7.92M Buy
76,909
+838
+1% +$86.9K 6.53% 5
2023
Q1 		$8.09M Buy
+76,071
New +$7.96M 7.15% 5

Other funds holding TLT

First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Strong Tower Advisory Services
Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return
Sanders Morris Harris
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
FORM Wealth Advisors
FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Refined Wealth Management's TLT Position: Q3 2026 in Review

Refined Wealth Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 2.5% in Q3 2026, selling an estimated $6.1K and leaving 2,902 shares worth $226K. The position accounts for 0.13% of the portfolio, ranked #40.

Refined Wealth Management first reported a position in TLT in Q1 2023 and has held it in 15 quarters since. The position peaked at $8.45M in Q3 2024. 227 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • Refined Wealth Management held 2,902 shares of iShares 20+ Year Treasury Bond ETF worth $226K as of Q3 2026.
  • Refined Wealth Management sold 74 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $6.1K.
  • iShares 20+ Year Treasury Bond ETF made up 0.13% of Refined Wealth Management's portfolio in Q3 2026, its #40 holding.
  • Refined Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and has held it in 15 quarters since.
  • Refined Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $8.45M in Q3 2024.
  • 227 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Refined Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.