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

Silverlake 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	$1.61M	Sell	18,623 -2,396	-11%	-$211K	0.34%	94
2025 Q4	$1.83M	Buy	21,019 +115	+0.6%	+$10.3K	0.41%	77
2025 Q3	$1.87M	Sell	20,904 -3,884	-16%	-$340K	0.45%	68
2025 Q2	$2.19M	Buy	+24,788	New	+$2.16M	0.64%	35
2022 Q2	–	Sell	-5,195	Closed	-$686K	–	231
2022 Q1	$686K	Buy	+5,195	New	+$717K	0.39%	69

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Silverlake Wealth Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 11% in Q1 2026, selling an estimated $211K and leaving 18,623 shares worth $1.61M. The position accounts for 0.34% of the portfolio, ranked #94.

Silverlake Wealth Management first reported a position in TLT in Q1 2022 and has held it in 5 quarters since. The position peaked at $2.19M in Q2 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Silverlake Wealth Management held 18,623 shares of iShares 20+ Year Treasury Bond ETF worth $1.61M as of Q1 2026.
Silverlake Wealth Management sold 2,396 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $211K.
iShares 20+ Year Treasury Bond ETF made up 0.34% of Silverlake Wealth Management's portfolio in Q1 2026, its #94 holding.
Silverlake Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2022 and has held it in 5 quarters since.
Silverlake Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $2.19M in Q2 2025.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Silverlake Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.