Tranquilli Financial Advisor’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Tranquilli Financial Advisor’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	$543K	Buy	+6,267	New	+$551K	0.32%	74
2025 Q3	–	Sell	-4,815	Closed	-$425K	–	122
2025 Q2	$425K	Sell	4,815 -4,247	-47%	-$370K	0.26%	79
2025 Q1	$825K	Buy	9,062 +302	+3%	+$26.9K	0.52%	46
2024 Q4	$765K	Buy	8,760 +4,860	+125%	+$447K	0.48%	49
2024 Q3	$383K	Sell	3,900 -124	-3%	-$12K	0.24%	78
2024 Q2	$362K	Sell	4,024 -1,101	-21%	-$100K	0.24%	78
2024 Q1	$485K	Sell	5,125 -1,058	-17%	-$100K	0.32%	65
2023 Q4	$611K	Buy	+6,183	New	+$559K	0.43%	49
2021 Q1	–	Sell	-3,060	Closed	-$483K	–	81
2020 Q4	$483K	Buy	+3,060	New	+$486K	0.44%	44

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

Tranquilli Financial Advisor's TLT Position: Q1 2026 in Review

Tranquilli Financial Advisor opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026: 6,267 shares worth $543K. The stake represents 0.32% of the portfolio and ranks #74 among its holdings. This is a return to the name: Tranquilli Financial Advisor previously reported a position in TLT as recently as Q2 2025.

Tranquilli Financial Advisor first reported a position in TLT in Q4 2020 and has held it in 9 quarters since. The position peaked at $825K in Q1 2025. 1,088 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Tranquilli Financial Advisor held 6,267 shares of iShares 20+ Year Treasury Bond ETF worth $543K as of Q1 2026.
iShares 20+ Year Treasury Bond ETF was a new Tranquilli Financial Advisor position in Q1 2026.
iShares 20+ Year Treasury Bond ETF made up 0.32% of Tranquilli Financial Advisor's portfolio in Q1 2026, its #74 holding.
Tranquilli Financial Advisor first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2020 and has held it in 9 quarters since.
Tranquilli Financial Advisor's iShares 20+ Year Treasury Bond ETF position peaked at $825K in Q1 2025.
1,088 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q1 2026, filed 11 May 2026.