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	–	Sell	-32,000	Closed	-$3.03M	–	99
2025 Q4	$3.03M	Buy	+32,000	New	+$2.86M	0.68%	27
2025 Q2	–	Sell	-3,000	Closed	-$270K	–	84
2025 Q1	$270K	Buy	+3,000	New	+$267K	0.07%	65
2024 Q3	–	Sell	-3,000	Closed	-$345K	–	84
2024 Q2	$345K	Buy	+3,000	New	+$273K	0.1%	61

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.