Vermillion & White Wealth Management Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Vermillion & White Wealth Management Group’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	-335	Closed	-$29.2K	–	478
2025 Q4	$29.2K	Hold	335	–	–	0.02%	207
2025 Q3	$29.9K	Sell	335 -3	-0.9%	-$262	0.02%	206
2025 Q2	$29.8K	Hold	338	–	–	0.02%	204
2025 Q1	$30.8K	Sell	338 -12,889	-97%	-$1.15M	0.02%	163
2024 Q4	$1.16M	Buy	13,227 +2,666	+25%	+$245K	0.85%	26
2024 Q3	$1.04M	Buy	10,561 +747	+8%	+$72K	0.77%	26
2024 Q2	$901K	Buy	9,814 +74	+0.8%	+$6.74K	0.68%	31
2024 Q1	$922K	Buy	9,740 +2,887	+42%	+$273K	0.74%	30
2023 Q4	$678K	Buy	+6,853	New	+$619K	0.66%	25

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Vermillion & White Wealth Management Group's TLT Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 335 shares — an estimated $29.2K sold.

Vermillion & White Wealth Management Group first reported a position in TLT in Q4 2023 and held it in 9 quarters. The position peaked at $1.16M in Q4 2024. 1,097 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 335 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $29.2K.
Vermillion & White Wealth Management Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and held it in 9 quarters.
Vermillion & White Wealth Management Group's iShares 20+ Year Treasury Bond ETF position peaked at $1.16M in Q4 2024.
1,097 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.