Stonehaven Wealth & Tax Solutions’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Stonehaven Wealth & Tax Solutions’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	$2.88M	Sell	33,202 -2,987	-8%	-$263K	2.55%	10
2025 Q4	$3.15M	Buy	36,189 +7,351	+25%	+$657K	2.83%	10
2025 Q3	$2.58M	Buy	28,838 +1,114	+4%	+$97.4K	2.38%	10
2025 Q2	$2.45M	Sell	27,724 -126	-0.5%	-$11K	2.39%	10
2025 Q1	$2.54M	Buy	27,850 +11,257	+68%	+$1M	2.68%	10
2024 Q4	$1.45M	Buy	+16,593	New	+$1.53M	1.58%	18

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

Stonehaven Wealth & Tax Solutions's TLT Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 8.3% in Q1 2026, selling an estimated $263K and leaving 33,202 shares worth $2.88M. The position accounts for 2.55% of the portfolio, ranked #10.

Stonehaven Wealth & Tax Solutions first reported a position in TLT in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.15M in Q4 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Stonehaven Wealth & Tax Solutions held 33,202 shares of iShares 20+ Year Treasury Bond ETF worth $2.88M as of Q1 2026.
Stonehaven Wealth & Tax Solutions sold 2,987 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $263K.
iShares 20+ Year Treasury Bond ETF made up 2.55% of Stonehaven Wealth & Tax Solutions's portfolio in Q1 2026, its #10 holding.
Stonehaven Wealth & Tax Solutions first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
Stonehaven Wealth & Tax Solutions's iShares 20+ Year Treasury Bond ETF position peaked at $3.15M in Q4 2025.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.