Triad Wealth Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Triad Wealth Partners’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	$1.85M	Buy	21,338 +5,641	+36%	+$496K	0.15%	104
2025 Q4	$1.37M	Buy	15,697 +9,083	+137%	+$812K	0.13%	124
2025 Q3	$591K	Buy	6,614 +2,192	+50%	+$192K	0.08%	178
2025 Q2	$390K	Buy	4,422 +2,110	+91%	+$184K	0.08%	183
2025 Q1	$210K	Sell	2,312 -30,652	-93%	-$2.73M	0.07%	204
2024 Q4	$2.88M	Buy	32,964 +20,696	+169%	+$1.9M	1.04%	25
2024 Q3	$1.2M	Buy	12,268 +12,168	+12,168%	+$1.17M	0.64%	34
2024 Q2	$9.2K	Buy	+100	New	+$9.11K	﹤0.01%	463

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

Triad Wealth Partners's TLT Position: Q1 2026 in Review

Triad Wealth Partners increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 36% in Q1 2026, buying an estimated $496K and bringing the position to 21,338 shares worth $1.85M. The position accounts for 0.15% of the portfolio, ranked #104.

Triad Wealth Partners first reported a position in TLT in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.88M in Q4 2024. 1,088 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Triad Wealth Partners held 21,338 shares of iShares 20+ Year Treasury Bond ETF worth $1.85M as of Q1 2026.
Triad Wealth Partners bought 5,641 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $496K.
iShares 20+ Year Treasury Bond ETF made up 0.15% of Triad Wealth Partners's portfolio in Q1 2026, its #104 holding.
Triad Wealth Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
Triad Wealth Partners's iShares 20+ Year Treasury Bond ETF position peaked at $2.88M in Q4 2024.
1,088 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.