Smart Money Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Smart Money 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	$879K	Sell	10,142 -3,270	-24%	-$287K	0.26%	60
2025 Q4	$1.17M	Sell	13,412 -1,416	-10%	-$127K	0.34%	37
2025 Q3	$1.33M	Sell	14,828 -12,441	-46%	-$1.09M	0.39%	27
2025 Q2	$2.41M	Sell	27,269 -5,428	-17%	-$473K	0.75%	15
2025 Q1	$2.98M	Sell	32,697 -3,947	-11%	-$351K	1.01%	12
2024 Q4	$3.2M	Buy	36,644 +7,117	+24%	+$655K	1.1%	27
2024 Q3	$2.73M	Buy	29,527 +16,133	+120%	+$1.56M	0.97%	30
2024 Q2	$1.27M	Buy	+13,394	New	+$1.22M	0.45%	39
2020 Q2	–	Sell	-2,658	Closed	-$438K	–	96
2020 Q1	$438K	Buy	+2,658	New	+$396K	0.31%	57

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

Smart Money Group's TLT Position: Q1 2026 in Review

Smart Money Group reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 24% in Q1 2026, selling an estimated $287K and leaving 10,142 shares worth $879K. The position accounts for 0.26% of the portfolio, ranked #60.

Smart Money Group first reported a position in TLT in Q1 2020 and has held it in 9 quarters since. The position peaked at $3.2M in Q4 2024. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Smart Money Group held 10,142 shares of iShares 20+ Year Treasury Bond ETF worth $879K as of Q1 2026.
Smart Money Group sold 3,270 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $287K.
iShares 20+ Year Treasury Bond ETF made up 0.26% of Smart Money Group's portfolio in Q1 2026, its #60 holding.
Smart Money Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2020 and has held it in 9 quarters since.
Smart Money Group's iShares 20+ Year Treasury Bond ETF position peaked at $3.2M in Q4 2024.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Smart Money Group's 13F filing for Q1 2026, filed 5 May 2026.