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

Smith Salley 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	$5.28M	Sell	60,895 -16,772	-22%	-$1.47M	0.27%	71
2025 Q4	$6.77M	Buy	77,667 +1,812	+2%	+$162K	0.34%	62
2025 Q3	$6.78M	Buy	75,855 +4,907	+7%	+$429K	0.35%	58
2025 Q2	$6.26M	Buy	70,948 +761	+1%	+$66.4K	0.36%	58
2025 Q1	$6.39M	Buy	70,187 +27,565	+65%	+$2.45M	0.42%	54
2024 Q4	$3.72M	Buy	42,622 +486	+1%	+$44.7K	0.24%	70
2024 Q3	$4.13M	Buy	42,136 +1,308	+3%	+$126K	0.27%	67
2024 Q2	$3.75M	Buy	40,828 +693	+2%	+$63.1K	0.27%	68
2024 Q1	$3.8M	Buy	+40,135	New	+$3.8M	0.29%	62

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 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.