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

Signature Wealth Management Group’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 		$2.44M Sell
28,171
-1,072
-4% -$94.2K 0.93% 38
2025
Q4 		$2.55M Buy
29,243
+288
+1% +$25.8K 1.04% 42
2025
Q3 		$2.59M Sell
28,955
-47
-0.2% -$4.11K 1% 41
2025
Q2 		$2.56M Buy
29,002
+890
+3% +$77.6K 1.01% 39
2025
Q1 		$2.56M Buy
28,112
+645
+2% +$57.4K 1% 38
2024
Q4 		$2.4M Buy
27,467
+269
+1% +$24.8K 0.96% 40
2024
Q3 		$2.67M Sell
27,198
-24
-0.1% -$2.31K 1.07% 37
2024
Q2 		$2.5M Sell
27,222
-45
-0.2% -$4.1K 1.09% 35
2024
Q1 		$2.43M Buy
27,267
+251
+0.9% +$23.7K 1.11% 35
2023
Q4 		$2.67M Buy
+27,016
New +$2.44M 1.23% 35
2023
Q2 		$585K Buy
5,679
+731
+15% +$75.8K 0.27% 77
2023
Q1 		$526K Buy
4,948
+95
+2% +$9.94K 0.25% 78
2022
Q4 		$483K Sell
4,853
-112
-2% -$11.3K 0.24% 75
2022
Q3 		$509K Buy
4,965
+834
+20% +$93.9K 0.26% 71
2022
Q2 		$475K Buy
4,131
+233
+6% +$27.4K 0.23% 70
2022
Q1 		$515K Buy
3,898
+635
+19% +$87.6K 0.23% 71
2021
Q4 		$484K Buy
3,263
+112
+4% +$16.5K 0.24% 70
2021
Q3 		$455K Buy
3,151
+60
+2% +$8.91K 0.25% 66
2021
Q2 		$446K Sell
3,091
-2
-0.1% -$279 0.25% 67
2021
Q1 		$419K Buy
+3,093
New +$448K 0.25% 68
2020
Q1 		– Sell
-14,296
Closed -$1.94M – 83
2019
Q4 		$1.94M Buy
14,296
+127
+0.9% +$17.7K 1.22% 39
2019
Q3 		$2.03M Sell
14,169
-9,002
-39% -$1.25M 1.34% 37
2019
Q2 		$3.07M Buy
23,171
+738
+3% +$93.7K 2.05% 26
2019
Q1 		$2.84M Buy
22,433
+443
+2% +$53.9K 1.99% 30
2018
Q4 		$2.67M Buy
21,990
+287
+1% +$33.2K 2.07% 23
2018
Q3 		$2.49M Sell
21,703
-560
-3% -$67.2K 1.85% 29
2018
Q2 		$2.71M Buy
22,263
+114
+0.5% +$13.6K 2.01% 25
2018
Q1 		$2.7M Buy
22,149
+208
+0.9% +$25.1K 2.08% 26
2017
Q4 		$2.78M Buy
+21,941
New +$2.75M 2.04% 25

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Signature Wealth Management Group's TLT Position: Q1 2026 in Review

Signature Wealth Management Group reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 3.7% in Q1 2026, selling an estimated $94.2K and leaving 28,171 shares worth $2.44M. The position accounts for 0.93% of the portfolio, ranked #38.

Signature Wealth Management Group first reported a position in TLT in Q4 2017 and has held it in 29 quarters since. The position peaked at $3.07M in Q2 2019. 1,097 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Signature Wealth Management Group held 28,171 shares of iShares 20+ Year Treasury Bond ETF worth $2.44M as of Q1 2026.
  • Signature Wealth Management Group sold 1,072 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $94.2K.
  • iShares 20+ Year Treasury Bond ETF made up 0.93% of Signature Wealth Management Group's portfolio in Q1 2026, its #38 holding.
  • Signature Wealth Management Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2017 and has held it in 29 quarters since.
  • Signature Wealth Management Group's iShares 20+ Year Treasury Bond ETF position peaked at $3.07M in Q2 2019.
  • 1,097 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.