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

Unique Wealth’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	$996K	Buy	12,799 +2,043	+19%	+$168K	0.11%	97
2026 Q2	$930K	Buy	10,756 +6,755	+169%	+$580K	0.11%	97
2026 Q1	$347K	Buy	4,001 +1,186	+42%	+$104K	0.05%	153
2025 Q4	$245K	Buy	2,815 +96	+4%	+$8.58K	0.03%	170
2025 Q3	$243K	Buy	+2,719	New	+$238K	0.04%	162
2025 Q2	–	Sell	-19,010	Closed	-$1.73M	–	177
2025 Q1	$1.73M	Buy	19,010 +4,174	+28%	+$372K	0.33%	65
2024 Q4	$1.3M	Buy	14,836 +9,079	+158%	+$836K	0.27%	63
2024 Q3	$565K	Buy	+5,757	New	+$555K	0.13%	75

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's TLT Position: Q3 2026 in Review

Unique Wealth increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 19% in Q3 2026, buying an estimated $168K and bringing the position to 12,799 shares worth $996K. The position accounts for 0.11% of the portfolio, ranked #97.

Unique Wealth first reported a position in TLT in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.73M in Q1 2025. 394 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

Unique Wealth held 12,799 shares of iShares 20+ Year Treasury Bond ETF worth $996K as of Q3 2026.
Unique Wealth bought 2,043 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $168K.
iShares 20+ Year Treasury Bond ETF made up 0.11% of Unique Wealth's portfolio in Q3 2026, its #97 holding.
Unique Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Unique Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $1.73M in Q1 2025.
394 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.