Udine Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Udine Wealth Management’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	$7.24M	Buy	+93,023	New	+$7.67M	2.85%	9
2026 Q2	–	Sell	-29,896	Closed	-$2.59M	–	44
2026 Q1	$2.59M	Buy	+29,896	New	+$2.63M	1.27%	22
2022 Q2	–	Sell	-26,522	Closed	-$3.5M	–	17
2022 Q1	$3.5M	Buy	+26,522	New	+$3.66M	3.82%	10

Other funds holding TLT

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 $57B AUM 43.56% 1-Year Est. Return

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

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Bell Investment Advisors Oakland, California $684M AUM 11.42% 1-Year Est. Return

Udine Wealth Management's TLT Position: Q3 2026 in Review

Udine Wealth Management opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2026: 93,023 shares worth $7.24M. The stake represents 2.85% of the portfolio and ranks #9 among its holdings. This is a return to the name: Udine Wealth Management previously reported a position in TLT as recently as Q1 2026.

Udine Wealth Management first reported a position in TLT in Q1 2022 and has held it in 3 quarters since. 407 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

Udine Wealth Management held 93,023 shares of iShares 20+ Year Treasury Bond ETF worth $7.24M as of Q3 2026.
iShares 20+ Year Treasury Bond ETF was a new Udine Wealth Management position in Q3 2026.
iShares 20+ Year Treasury Bond ETF made up 2.85% of Udine Wealth Management's portfolio in Q3 2026, its #9 holding.
Udine Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2022 and has held it in 3 quarters since.
407 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Udine Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.