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

Wealth Management Associates’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	$12.7M	Buy	146,168 +6,793	+5%	+$597K	4.38%	2
2025 Q4	$12.1M	Buy	139,375 +10,411	+8%	+$931K	4.23%	3
2025 Q3	$11.5M	Sell	128,964 -9,597	-7%	-$839K	4.09%	3
2025 Q2	$12.2M	Buy	138,561 +1,669	+1%	+$146K	4.76%	2
2025 Q1	$12.5M	Buy	136,892 +8,176	+6%	+$728K	5.34%	2
2024 Q4	$11.2M	Buy	128,716 +3,078	+2%	+$283K	4.8%	2
2024 Q3	$12.3M	Buy	125,638 +2,469	+2%	+$238K	5.42%	2
2024 Q2	$11.3M	Hold	123,169	–	–	5.3%	2
2024 Q1	$11.3M	Buy	123,169 +4,716	+4%	+$446K	5.3%	2
2023 Q4	$11.7M	Buy	118,453 +4,448	+4%	+$402K	6.18%	2
2023 Q3	$10.1M	Buy	114,005 +3,868	+4%	+$372K	5.91%	2
2023 Q2	$11.3M	Buy	110,137 +101,942	+1,244%	+$10.6M	6.42%	2
2023 Q1	$872K	Buy	+8,195	New	+$857K	0.54%	44

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Management Associates's TLT Position: Q1 2026 in Review

Wealth Management Associates increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 4.9% in Q1 2026, buying an estimated $597K and bringing the position to 146,168 shares worth $12.7M. The position accounts for 4.38% of the portfolio, ranked #2.

Wealth Management Associates first reported a position in TLT in Q1 2023 and has held it in 13 quarters since. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Wealth Management Associates held 146,168 shares of iShares 20+ Year Treasury Bond ETF worth $12.7M as of Q1 2026.
Wealth Management Associates bought 6,793 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $597K.
iShares 20+ Year Treasury Bond ETF made up 4.38% of Wealth Management Associates's portfolio in Q1 2026, its #2 holding.
Wealth Management Associates first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.