Unique Wealth Strategies’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Unique Wealth Strategies’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	$3.42M	Hold	39,615	–	–	1.26%	19
2026 Q2	$3.42M	Buy	39,615 +6,088	+18%	+$523K	1.24%	19
2026 Q1	$2.91M	Buy	33,527 +2,340	+8%	+$206K	1.18%	19
2025 Q4	$2.72M	Buy	31,187 +636	+2%	+$56.9K	1.06%	20
2025 Q3	$2.73M	Buy	30,551 +648	+2%	+$56.7K	1.06%	19
2025 Q2	$2.64M	Buy	29,903 +946	+3%	+$82.5K	1.1%	20
2025 Q1	$2.64M	Sell	28,957 -229	-0.8%	-$20.4K	1.2%	20
2024 Q4	$2.55M	Buy	29,186 +1,661	+6%	+$153K	1.11%	22
2024 Q3	$2.7M	Buy	27,525 +4,154	+18%	+$401K	1.14%	18
2024 Q2	$2.21M	Hold	23,371	–	–	1.04%	19
2024 Q1	$2.21M	Buy	+23,371	New	+$2.21M	1.08%	19

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

Unique Wealth Strategies's TLT Position: Q3 2026 in Review

Unique Wealth Strategies held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q3 2026 at 39,615 shares worth $3.42M. The position accounts for 1.26% of the portfolio, ranked #19.

Unique Wealth Strategies first reported a position in TLT in Q1 2024 and has held it in 11 quarters since. 407 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

Unique Wealth Strategies held 39,615 shares of iShares 20+ Year Treasury Bond ETF worth $3.42M as of Q3 2026.
Unique Wealth Strategies left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q3 2026.
iShares 20+ Year Treasury Bond ETF made up 1.26% of Unique Wealth Strategies's portfolio in Q3 2026, its #19 holding.
Unique Wealth Strategies first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2024 and has held it in 11 quarters since.
407 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Unique Wealth Strategies's 13F filing for Q3 2026, filed 13 Oct 2026.