Smith Salley Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
Other funds holding TLT
Smith Salley Wealth Management's TLT Position: Q1 2026 in Review
Smith Salley Wealth Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 22% in Q1 2026, selling an estimated $1.47M and leaving 60,895 shares worth $5.28M. The position accounts for 0.27% of the portfolio, ranked #71.
Smith Salley Wealth Management first reported a position in TLT in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.78M in Q3 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.
- Smith Salley Wealth Management held 60,895 shares of iShares 20+ Year Treasury Bond ETF worth $5.28M as of Q1 2026.
- Smith Salley Wealth Management sold 16,772 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $1.47M.
- iShares 20+ Year Treasury Bond ETF made up 0.27% of Smith Salley Wealth Management's portfolio in Q1 2026, its #71 holding.
- Smith Salley Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
- Smith Salley Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $6.78M in Q3 2025.
- 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.
Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.