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 $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Smith & Howard Wealth Management's TLT Position: Q2 2026 in Review

Smith & Howard Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 83,000 shares — an estimated $7.13M sold.

Smith & Howard Wealth Management first reported a position in TLT in Q1 2023 and held it in 12 quarters. The position peaked at $7.51M in Q1 2026. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Smith & Howard Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Smith & Howard Wealth Management sold 83,000 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $7.13M.
Smith & Howard Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and held it in 12 quarters.
Smith & Howard Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $7.51M in Q1 2026.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.