Smith & Howard Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Smith & Howard 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	$7.51M	Buy	83,000 +38,000	+84%	+$3.34M	1.62%	18
2025 Q4	$3.92M	Buy	45,000 +13,000	+41%	+$1.16M	0.88%	25
2025 Q3	$2.86M	Hold	32,000	–	–	0.66%	26
2025 Q2	$2.82M	Hold	32,000	–	–	0.72%	25
2025 Q1	$2.91M	Buy	32,000 +2,000	+7%	+$178K	0.79%	24
2024 Q4	$2.62M	Buy	30,000 +6,194	+26%	+$570K	0.74%	26
2024 Q3	$2.34M	Hold	23,806	–	–	0.66%	27
2024 Q2	$2.18M	Buy	23,806 +16,806	+240%	+$1.53M	0.65%	28
2024 Q1	$662K	Buy	+7,000	New	+$662K	0.2%	42
2023 Q4	–	Sell	-13,000	Closed	-$1.15M	–	74
2023 Q3	$1.15M	Buy	13,000 +5,000	+63%	+$481K	0.4%	35
2023 Q2	$824K	Buy	8,000 +6,000	+300%	+$622K	0.29%	36
2023 Q1	$213K	Buy	+2,000	New	+$209K	0.07%	67

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

Smith & Howard Wealth Management's TLT Position: Q1 2026 in Review

Smith & Howard Wealth Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 84% in Q1 2026, buying an estimated $3.34M and bringing the position to 83,000 shares worth $7.51M. The position accounts for 1.62% of the portfolio, ranked #18.

Smith & Howard Wealth Management first reported a position in TLT in Q1 2023 and has held it in 12 quarters since. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Smith & Howard Wealth Management held 83,000 shares of iShares 20+ Year Treasury Bond ETF worth $7.51M as of Q1 2026.
Smith & Howard Wealth Management bought 38,000 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $3.34M.
iShares 20+ Year Treasury Bond ETF made up 1.62% of Smith & Howard Wealth Management's portfolio in Q1 2026, its #18 holding.
Smith & Howard Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and has held it in 12 quarters since.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.