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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
Q2 		– Sell
-60,895
Closed -$5.28M – 286
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

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Smith Salley Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 60,895 shares — an estimated $5.28M sold.

Smith Salley Wealth Management first reported a position in TLT in Q1 2024 and held it in 9 quarters. The position peaked at $6.78M in Q3 2025. 241 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Smith Salley Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Smith Salley Wealth Management sold 60,895 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $5.28M.
  • Smith Salley Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2024 and held it in 9 quarters.
  • Smith Salley Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $6.78M in Q3 2025.
  • 241 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.