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

Shepherd 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 		$18.4M Buy
216,130
+207,555
+2,420% +$18.2M 13.81% 3
2025
Q4 		$753K Sell
8,575
-249
-3% -$22.3K 0.52% 22
2025
Q3 		$785K Buy
8,824
+2,380
+37% +$208K 0.52% 23
2025
Q2 		$562K Buy
6,444
+3,019
+88% +$263K 0.38% 20
2025
Q1 		$312K Buy
+3,425
New +$305K 0.32% 27

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

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

Shepherd Wealth Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 2,420% in Q1 2026, buying an estimated $18.2M and bringing the position to 216,130 shares worth $18.4M. The position accounts for 13.81% of the portfolio, ranked #3.

Shepherd Wealth Management first reported a position in TLT in Q1 2025 and has held it in 5 quarters since. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Shepherd Wealth Management held 216,130 shares of iShares 20+ Year Treasury Bond ETF worth $18.4M as of Q1 2026.
  • Shepherd Wealth Management bought 207,555 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $18.2M.
  • iShares 20+ Year Treasury Bond ETF made up 13.81% of Shepherd Wealth Management's portfolio in Q1 2026, its #3 holding.
  • Shepherd Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Shepherd Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.