RMG Wealth Management
TLT icon

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

RMG 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 		$4.09K Hold
50
– – ﹤0.01% 369
2026
Q2 		$4.11K Hold
50
– – ﹤0.01% 376
2026
Q1 		$4.28K Sell
50
-1,092
-96% -$96K ﹤0.01% 397
2025
Q4 		$231K Buy
+1,142
New +$102K 0.03% 56

Other funds holding TLT

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 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
New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return
Vision Financial Markets
Vision Financial Markets Stamford, Connecticut $131M AUM 8.71% 1-Year Est. Return

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

RMG Wealth Management held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q3 2026 at 50 shares worth $4.09K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

RMG Wealth Management first reported a position in TLT in Q4 2025 and has held it in 4 quarters since. The position peaked at $231K in Q4 2025. 342 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • RMG Wealth Management held 50 shares of iShares 20+ Year Treasury Bond ETF worth $4.09K as of Q3 2026.
  • RMG Wealth Management 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 RMG Wealth Management's portfolio in Q3 2026, its #369 holding.
  • RMG Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • RMG Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $231K in Q4 2025.
  • 342 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on RMG Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.