Surience Private Wealth’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Surience Private Wealth’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 Q3	–	Sell	-20,801	Closed	-$1.8M	–	60
2026 Q2	$1.8M	Buy	20,801 +3,730	+22%	+$320K	1.58%	23
2026 Q1	$1.48M	Buy	+17,071	New	+$1.5M	1.59%	21
2025 Q4	–	Sell	-14,265	Closed	-$1.27M	–	43
2025 Q3	$1.27M	Buy	+14,265	New	+$1.25M	1.17%	20
2024 Q3	–	Sell	-15,097	Closed	-$1.39M	–	39
2024 Q2	$1.39M	Buy	+15,097	New	+$1.38M	1.78%	19
2024 Q1	–	Sell	-15,239	Closed	-$1.51M	–	40
2023 Q4	$1.51M	Buy	+15,239	New	+$1.38M	1.53%	19

Other funds holding TLT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return

Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Surience Private Wealth's TLT Position: Q3 2026 in Review

Surience Private Wealth sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2026, closing a stake of 20,801 shares — an estimated $1.8M sold.

Surience Private Wealth first reported a position in TLT in Q4 2023 and held it in 5 quarters. The position peaked at $1.8M in Q2 2026. 226 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

Surience Private Wealth reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
Surience Private Wealth sold 20,801 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $1.8M.
Surience Private Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and held it in 5 quarters.
Surience Private Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $1.8M in Q2 2026.
226 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Surience Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.