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

SpringVest 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 		$224K Hold
2,580
– – 0.15% 65
2025
Q4 		$225K Sell
2,580
-320
-11% -$28.6K 0.16% 64
2025
Q3 		$259K Sell
2,900
-562
-16% -$49.2K 0.19% 57
2025
Q2 		$306K Sell
3,462
-7,015
-67% -$612K 0.25% 50
2025
Q1 		$954K Sell
10,477
-310
-3% -$27.6K 0.79% 23
2024
Q4 		$942K Buy
+10,787
New +$993K 0.81% 22

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

SpringVest Wealth Management's TLT Position: Q1 2026 in Review

SpringVest Wealth Management held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q1 2026 at 2,580 shares worth $224K. The position accounts for 0.15% of the portfolio, ranked #65.

SpringVest Wealth Management first reported a position in TLT in Q4 2024 and has held it in 6 quarters since. The position peaked at $954K in Q1 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • SpringVest Wealth Management held 2,580 shares of iShares 20+ Year Treasury Bond ETF worth $224K as of Q1 2026.
  • SpringVest Wealth Management left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 20+ Year Treasury Bond ETF made up 0.15% of SpringVest Wealth Management's portfolio in Q1 2026, its #65 holding.
  • SpringVest Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • SpringVest Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $954K in Q1 2025.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on SpringVest Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.