Surience Private Wealth’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
Other funds holding TLT
Surience Private Wealth's TLT Position: Q1 2026 in Review
Surience Private Wealth opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026: 17,071 shares worth $1.48M. The stake represents 1.59% of the portfolio and ranks #21 among its holdings. This is a return to the name: Surience Private Wealth previously reported a position in TLT as recently as Q3 2025.
Surience Private Wealth first reported a position in TLT in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.51M in Q4 2023. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.
- Surience Private Wealth held 17,071 shares of iShares 20+ Year Treasury Bond ETF worth $1.48M as of Q1 2026.
- iShares 20+ Year Treasury Bond ETF was a new Surience Private Wealth position in Q1 2026.
- iShares 20+ Year Treasury Bond ETF made up 1.59% of Surience Private Wealth's portfolio in Q1 2026, its #21 holding.
- Surience Private Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 4 quarters since.
- Surience Private Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $1.51M in Q4 2023.
- 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.
Based on Surience Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.