Wealth Alliance
TLT icon

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

Wealth Alliance’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 		$453K Sell
5,821
-2,071
-26% -$171K 0.04% 336
2026
Q2 		$682K Sell
7,892
-1,596
-17% -$137K 0.06% 251
2026
Q1 		$822K Sell
9,488
-13,170
-58% -$1.16M 0.08% 210
2025
Q4 		$1.97M Buy
22,658
+6,345
+39% +$567K 0.19% 94
2025
Q3 		$1.46M Sell
16,313
-711
-4% -$62.2K 0.15% 132
2025
Q2 		$1.5M Buy
17,024
+6,112
+56% +$533K 0.17% 123
2025
Q1 		$993K Sell
10,912
-26,586
-71% -$2.37M 0.12% 165
2024
Q4 		$3.27M Buy
37,498
+3,698
+11% +$340K 0.39% 47
2024
Q3 		$3.32M Sell
33,800
-10,948
-24% -$1.06M 0.4% 43
2024
Q2 		$4.11M Sell
44,748
-5,731
-11% -$522K 0.53% 28
2024
Q1 		$4.78M Buy
50,479
+197
+0.4% +$18.6K 0.63% 22
2023
Q4 		$4.97M Buy
50,282
+16,900
+51% +$1.53M 0.7% 20
2023
Q3 		$2.96M Buy
33,382
+19,466
+140% +$1.87M 0.47% 39
2023
Q2 		$1.43M Buy
13,916
+10,019
+257% +$1.04M 0.21% 102
2023
Q1 		$415K Buy
3,897
+980
+34% +$103K 0.07% 274
2022
Q4 		$290K Buy
+2,917
New +$294K 0.05% 358
2022
Q3 		– Sell
-5,991
Closed -$689K – 481
2022
Q2 		$689K Buy
5,991
+1,955
+48% +$230K 0.13% 169
2022
Q1 		$534K Sell
4,036
-1,543
-28% -$213K 0.11% 198
2021
Q4 		$827K Buy
5,579
+4,107
+279% +$605K 0.17% 142
2021
Q3 		$213K Sell
1,472
-1,667
-53% -$248K 0.05% 396
2021
Q2 		$453K Buy
+3,139
New +$438K 0.11% 221
2020
Q4 		– Sell
-1,873
Closed -$306K – 383
2020
Q3 		$306K Buy
+1,873
New +$311K 0.11% 231

Other funds holding TLT

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $38.4B AUM 89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.87B AUM 14.02% 1-Year Est. Return

Wealth Alliance's TLT Position: Q3 2026 in Review

Wealth Alliance reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 26% in Q3 2026, selling an estimated $171K and leaving 5,821 shares worth $453K. The position accounts for 0.04% of the portfolio, ranked #336.

Wealth Alliance first reported a position in TLT in Q3 2020 and has held it in 22 quarters since. The position peaked at $4.97M in Q4 2023. 894 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • Wealth Alliance held 5,821 shares of iShares 20+ Year Treasury Bond ETF worth $453K as of Q3 2026.
  • Wealth Alliance sold 2,071 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $171K.
  • iShares 20+ Year Treasury Bond ETF made up 0.04% of Wealth Alliance's portfolio in Q3 2026, its #336 holding.
  • Wealth Alliance first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2020 and has held it in 22 quarters since.
  • Wealth Alliance's iShares 20+ Year Treasury Bond ETF position peaked at $4.97M in Q4 2023.
  • 894 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.