SHWM
TLT icon

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
-11,500
Closed -$1.08M – 100
2025
Q4 		$1.08M Sell
11,500
-9,000
-44% -$805K 0.24% 40
2025
Q3 		$1.94M Buy
+20,500
New +$1.79M 0.45% 29

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
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.