TruWealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

TruWealth Advisors’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	–	Sell	-2,311	Closed	-$201K	–	192
2025 Q4	$201K	Sell	2,311 -21	-0.9%	-$1.88K	0.01%	181
2025 Q3	$208K	Sell	2,332 -2,078	-47%	-$182K	0.01%	179
2025 Q2	$389K	Buy	4,410 +1,629	+59%	+$142K	0.02%	129
2025 Q1	$253K	Sell	2,781 -1,650	-37%	-$147K	0.02%	138
2024 Q4	$387K	Buy	+4,431	New	+$408K	0.02%	116
2024 Q3	–	Sell	-5,433	Closed	-$499K	–	169
2024 Q2	$499K	Sell	5,433 -4,971	-48%	-$453K	0.03%	103
2024 Q1	$984K	Buy	10,404 +3,507	+51%	+$332K	0.07%	82
2023 Q4	$682K	Buy	+6,897	New	+$623K	0.05%	83
2023 Q3	–	Sell	-4,492	Closed	-$462K	–	155
2023 Q2	$462K	Buy	+4,492	New	+$466K	0.04%	91
2022 Q3	–	Sell	-2,322	Closed	-$267K	–	143
2022 Q2	$267K	Buy	+2,322	New	+$273K	0.03%	111

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TruWealth Advisors's TLT Position: Q1 2026 in Review

TruWealth Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 2,311 shares — an estimated $201K sold.

TruWealth Advisors first reported a position in TLT in Q2 2022 and held it in 10 quarters. The position peaked at $984K in Q1 2024. 1,097 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

TruWealth Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
TruWealth Advisors sold 2,311 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $201K.
TruWealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2022 and held it in 10 quarters.
TruWealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $984K in Q1 2024.
1,097 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.