Rezny Wealth Management
TLT icon

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

Rezny 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 		$6.41M Buy
+82,413
New +$6.8M 1.1% 11
2026
Q2 		– Hold
0
– – – 9
2026
Q1 		– Hold
0
– – – 10
2025
Q4 		– Hold
0
– – – 10
2025
Q3 		– Hold
0
– – – 9
2025
Q2 		– Hold
0
– – – 9
2025
Q1 		– Sell
-100,004
Closed -$8.9M – 8
2024
Q4 		$8.73M Buy
100,004
+39,548
+65% +$3.64M 2.14% 9
2024
Q3 		$5.93M Buy
60,456
+1,547
+3% +$149K 1.49% 9
2024
Q2 		$5.41M Buy
58,909
+56,166
+2,048% +$5.12M 1.45% 11
2024
Q1 		$260K Hold
2,743
– – 0.08% 23
2023
Q4 		$271K Buy
+2,743
New +$248K 0.09% 20

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 85.9% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 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
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

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

Rezny Wealth Management opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2026: 82,413 shares worth $6.41M. The stake represents 1.1% of the portfolio and ranks #11 among its holdings. This is a return to the name: Rezny Wealth Management previously reported a position in TLT as recently as Q4 2024.

Rezny Wealth Management first reported a position in TLT in Q4 2023 and has held it in 6 quarters since. The position peaked at $8.73M in Q4 2024. 247 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • Rezny Wealth Management held 82,413 shares of iShares 20+ Year Treasury Bond ETF worth $6.41M as of Q3 2026.
  • iShares 20+ Year Treasury Bond ETF was a new Rezny Wealth Management position in Q3 2026.
  • iShares 20+ Year Treasury Bond ETF made up 1.1% of Rezny Wealth Management's portfolio in Q3 2026, its #11 holding.
  • Rezny Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 6 quarters since.
  • Rezny Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $8.73M in Q4 2024.
  • 247 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Rezny Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.