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

Upper Left 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	$3.83M	Buy	+49,301	New	+$4.07M	1.99%	16

Other funds holding TLT

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

FIA

FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return

WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Upper Left Wealth Management's TLT Position: Q3 2026 in Review

Upper Left Wealth Management opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2026: 49,301 shares worth $3.83M. The stake represents 1.99% of the portfolio and ranks #16 among its holdings.

152 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

Upper Left Wealth Management held 49,301 shares of iShares 20+ Year Treasury Bond ETF worth $3.83M as of Q3 2026.
iShares 20+ Year Treasury Bond ETF was a new Upper Left Wealth Management position in Q3 2026.
iShares 20+ Year Treasury Bond ETF made up 1.99% of Upper Left Wealth Management's portfolio in Q3 2026, its #16 holding.
152 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Upper Left Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.