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

Valley Wealth Managers’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
-240
Closed -$20.9K – 371
2025
Q4 		$20.9K Buy
+240
New +$21.5K ﹤0.01% 252

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valley Wealth Managers's TLT Position: Q1 2026 in Review

Valley Wealth Managers sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 240 shares — an estimated $20.9K sold.

Valley Wealth Managers first reported a position in TLT in Q4 2025 and held it in 1 quarter. The position peaked at $20.9K in Q4 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Valley Wealth Managers reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Valley Wealth Managers sold 240 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $20.9K.
  • Valley Wealth Managers first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2025 and held it in 1 quarter.
  • Valley Wealth Managers's iShares 20+ Year Treasury Bond ETF position peaked at $20.9K in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.