Retirement Wealth Solutions’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Retirement Wealth Solutions’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	$259	Hold	3	–	–	﹤0.01%	868
2026 Q2	$286	Hold	3	–	–	﹤0.01%	764
2026 Q1	$284	Sell	3 -57	-95%	-$5.01K	﹤0.01%	763
2025 Q4	$5.25K	Buy	60 +57	+1,900%	+$5.1K	﹤0.01%	305
2025 Q3	$287	Hold	3	–	–	﹤0.01%	746
2025 Q2	$281	Sell	3 -1	-25%	-$87	﹤0.01%	397
2025 Q1	$378	Sell	4 -3,772	-100%	-$336K	﹤0.01%	382
2024 Q4	$323K	Buy	+3,776	New	+$348K	0.27%	36

Other funds holding TLT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Vision Financial Markets Stamford, Connecticut $131M AUM 8.71% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

Retirement Wealth Solutions's TLT Position: Q3 2026 in Review

Retirement Wealth Solutions held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q3 2026 at 3 shares worth $259. The position accounts for ﹤0.01% of the portfolio, ranked #868.

Retirement Wealth Solutions first reported a position in TLT in Q4 2024 and has held it in 8 quarters since. The position peaked at $323K in Q4 2024. 280 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

Retirement Wealth Solutions held 3 shares of iShares 20+ Year Treasury Bond ETF worth $259 as of Q3 2026.
Retirement Wealth Solutions left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q3 2026.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #868 holding.
Retirement Wealth Solutions first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 8 quarters since.
Retirement Wealth Solutions's iShares 20+ Year Treasury Bond ETF position peaked at $323K in Q4 2024.
280 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.