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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
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

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

Refined Wealth Management's TLT Position: Q1 2026 in Review

Refined Wealth Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 94% in Q1 2026, selling an estimated $4.77M and leaving 3,712 shares worth $322K. The position accounts for 0.2% of the portfolio, ranked #35.

Refined Wealth Management first reported a position in TLT in Q1 2023 and has held it in 13 quarters since. The position peaked at $8.45M in Q3 2024. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Refined Wealth Management held 3,712 shares of iShares 20+ Year Treasury Bond ETF worth $322K as of Q1 2026.
  • Refined Wealth Management sold 54,294 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $4.77M.
  • iShares 20+ Year Treasury Bond ETF made up 0.2% of Refined Wealth Management's portfolio in Q1 2026, its #35 holding.
  • Refined Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • Refined Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $8.45M in Q3 2024.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

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