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

SkyOak Wealth’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	$260K	Hold	3,000	–	–	0.05%	199
2025 Q4	$261K	Hold	3,000	–	–	0.05%	206
2025 Q3	$268K	Hold	3,000	–	–	0.05%	205
2025 Q2	$265K	Hold	3,000	–	–	0.05%	193
2025 Q1	$273K	Sell	3,000 -37	-1%	-$3.29K	0.06%	182
2024 Q4	$265K	Buy	+3,037	New	+$280K	0.06%	204
2024 Q3	–	Sell	-3,164	Closed	-$290K	–	263
2024 Q2	$290K	Hold	3,164	–	–	0.07%	181
2024 Q1	$299K	Buy	+3,164	New	+$299K	0.07%	189

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

SkyOak Wealth's TLT Position: Q1 2026 in Review

SkyOak Wealth held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q1 2026 at 3,000 shares worth $260K. The position accounts for 0.05% of the portfolio, ranked #199.

SkyOak Wealth first reported a position in TLT in Q1 2024 and has held it in 8 quarters since. The position peaked at $299K in Q1 2024. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

SkyOak Wealth held 3,000 shares of iShares 20+ Year Treasury Bond ETF worth $260K as of Q1 2026.
SkyOak Wealth left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 20+ Year Treasury Bond ETF made up 0.05% of SkyOak Wealth's portfolio in Q1 2026, its #199 holding.
SkyOak Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2024 and has held it in 8 quarters since.
SkyOak Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $299K in Q1 2024.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.