TF
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Tandem Financial’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Tandem Financial’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 		$273K Buy
3,150
+11
+0.4% +$967 0.09% 86
2025
Q4 		$274K Buy
3,139
+710
+29% +$63.5K 0.33% 40
2025
Q3 		$217K Sell
2,429
-135
-5% -$11.8K 0.08% 84
2025
Q2 		$226K Sell
2,564
-435
-15% -$37.9K 0.21% 46
2025
Q1 		$273K Sell
2,999
-140
-4% -$12.5K 0.3% 43
2024
Q4 		$274K Buy
+3,139
New +$289K 0.29% 44

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 $6.73T AUM 46.02% 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 $303B AUM 53.02% 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 $445B AUM 25.58% 1-Year Est. Return

Tandem Financial's TLT Position: Q1 2026 in Review

Tandem Financial increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.35% in Q1 2026, buying an estimated $967 and bringing the position to 3,150 shares worth $273K. The position accounts for 0.09% of the portfolio, ranked #86.

Tandem Financial first reported a position in TLT in Q4 2024 and has held it in 6 quarters since. The position peaked at $274K in Q4 2025. 1,090 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Tandem Financial held 3,150 shares of iShares 20+ Year Treasury Bond ETF worth $273K as of Q1 2026.
  • Tandem Financial bought 11 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $967.
  • iShares 20+ Year Treasury Bond ETF made up 0.09% of Tandem Financial's portfolio in Q1 2026, its #86 holding.
  • Tandem Financial first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Tandem Financial's iShares 20+ Year Treasury Bond ETF position peaked at $274K in Q4 2025.
  • 1,090 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Tandem Financial's 13F filing for Q1 2026, filed 8 May 2026.