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

Third View 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	$26.8M	Buy	344,395 +1,718	+0.5%	+$142K	3.16%	6
2026 Q2	$29.6M	Buy	342,677 +473	+0.1%	+$40.6K	3.64%	5
2026 Q1	$29.7M	Buy	342,204 +31,792	+10%	+$2.8M	4.06%	2
2025 Q4	$27.1M	Buy	+310,412	New	+$27.8M	3.64%	5

Other funds holding TLT

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Third View Private Wealth's TLT Position: Q3 2026 in Review

Third View Private Wealth increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.5% in Q3 2026, buying an estimated $142K and bringing the position to 344,395 shares worth $26.8M. The position accounts for 3.16% of the portfolio, ranked #6.

Third View Private Wealth first reported a position in TLT in Q4 2025 and has held it in 4 quarters since. The position peaked at $29.7M in Q1 2026. 568 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

Third View Private Wealth held 344,395 shares of iShares 20+ Year Treasury Bond ETF worth $26.8M as of Q3 2026.
Third View Private Wealth bought 1,718 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $142K.
iShares 20+ Year Treasury Bond ETF made up 3.16% of Third View Private Wealth's portfolio in Q3 2026, its #6 holding.
Third View Private Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2025 and has held it in 4 quarters since.
Third View Private Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $29.7M in Q1 2026.
568 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.