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

Steelhead 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	$337K	Buy	+3,891	New	+$342K	0.17%	66

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 $303B AUM 53.02% 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

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

Steelhead Wealth Management opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026: 3,891 shares worth $337K. The stake represents 0.17% of the portfolio and ranks #66 among its holdings.

1,088 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Steelhead Wealth Management held 3,891 shares of iShares 20+ Year Treasury Bond ETF worth $337K as of Q1 2026.
iShares 20+ Year Treasury Bond ETF was a new Steelhead Wealth Management position in Q1 2026.
iShares 20+ Year Treasury Bond ETF made up 0.17% of Steelhead Wealth Management's portfolio in Q1 2026, its #66 holding.
1,088 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Steelhead Wealth Management's 13F filing for Q1 2026, filed 16 Jun 2026.