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

SHP 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 		$8.67K Hold
100
– – ﹤0.01% 939
2025
Q4 		$8.72K Buy
+100
New +$8.94K ﹤0.01% 868

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 $6.73T AUM 46.02% 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 $303B AUM 53.02% 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 $445B AUM 25.58% 1-Year Est. Return

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

SHP Wealth Management held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q1 2026 at 100 shares worth $8.67K. The position accounts for ﹤0.01% of the portfolio, ranked #939.

SHP Wealth Management first reported a position in TLT in Q4 2025 and has held it in 2 quarters since. The position peaked at $8.72K in Q4 2025. 1,090 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • SHP Wealth Management held 100 shares of iShares 20+ Year Treasury Bond ETF worth $8.67K as of Q1 2026.
  • SHP Wealth Management left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #939 holding.
  • SHP Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $8.72K in Q4 2025.
  • 1,090 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.