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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$700K Sell
8,998
-3,509
-28% -$289K 0.13% 189
2026
Q2
$1.08M Sell
12,507
-6,116
-33% -$525K 0.2% 137
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

Silverlake Wealth Management's TLT Position: Q3 2026 in Review

Silverlake Wealth Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 28% in Q3 2026, selling an estimated $289K and leaving 8,998 shares worth $700K. The position accounts for 0.13% of the portfolio, ranked #189.

Silverlake Wealth Management first reported a position in TLT in Q1 2022 and has held it in 7 quarters since. The position peaked at $2.19M in Q2 2025. 568 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • Silverlake Wealth Management held 8,998 shares of iShares 20+ Year Treasury Bond ETF worth $700K as of Q3 2026.
  • Silverlake Wealth Management sold 3,509 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $289K.
  • iShares 20+ Year Treasury Bond ETF made up 0.13% of Silverlake Wealth Management's portfolio in Q3 2026, its #189 holding.
  • Silverlake Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2022 and has held it in 7 quarters since.
  • Silverlake Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $2.19M in Q2 2025.
  • 568 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Silverlake Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.