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Sagespring Wealth Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Sagespring Wealth Partners’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 		$6.59M Sell
76,020
-5,281
-6% -$464K 0.12% 98
2025
Q4 		$7.09M Buy
81,301
+3,566
+5% +$319K 0.13% 92
2025
Q3 		$6.95M Sell
77,735
-991
-1% -$86.7K 0.14% 84
2025
Q2 		$6.95M Sell
78,726
-284,205
-78% -$24.8M 0.15% 80
2025
Q1 		$33M Buy
362,931
+70,968
+24% +$6.32M 0.83% 25
2024
Q4 		$25.5M Buy
+291,963
New +$26.9M 0.67% 32

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

Sagespring Wealth Partners's TLT Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 6.5% in Q1 2026, selling an estimated $464K and leaving 76,020 shares worth $6.59M. The position accounts for 0.12% of the portfolio, ranked #98.

Sagespring Wealth Partners first reported a position in TLT in Q4 2024 and has held it in 6 quarters since. The position peaked at $33M in Q1 2025. 1,088 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Sagespring Wealth Partners held 76,020 shares of iShares 20+ Year Treasury Bond ETF worth $6.59M as of Q1 2026.
  • Sagespring Wealth Partners sold 5,281 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $464K.
  • iShares 20+ Year Treasury Bond ETF made up 0.12% of Sagespring Wealth Partners's portfolio in Q1 2026, its #98 holding.
  • Sagespring Wealth Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's iShares 20+ Year Treasury Bond ETF position peaked at $33M in Q1 2025.
  • 1,088 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.