WANY
TLT icon

Wealthspire Advisors (New York)’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Wealthspire Advisors (New York)’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 		$819K Buy
9,451
+83
+0.9% +$7.3K 0.01% 451
2025
Q4 		$816K Buy
9,368
+9,086
+3,222% +$812K 0.01% 475
2025
Q3 		$25.2K Buy
+282
New +$24.7K ﹤0.01% 1551
2025
Q1 		– Sell
-2,810
Closed -$245K – 827
2024
Q4 		$245K Buy
+2,810
New +$259K ﹤0.01% 691

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 $6.73T AUM 46.02% 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 $303B AUM 53.02% 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 $445B AUM 25.58% 1-Year Est. Return

Wealthspire Advisors (New York)'s TLT Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.89% in Q1 2026, buying an estimated $7.3K and bringing the position to 9,451 shares worth $819K. The position accounts for 0.01% of the portfolio, ranked #451.

Wealthspire Advisors (New York) first reported a position in TLT in Q4 2024 and has held it in 4 quarters since. 1,090 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Wealthspire Advisors (New York) held 9,451 shares of iShares 20+ Year Treasury Bond ETF worth $819K as of Q1 2026.
  • Wealthspire Advisors (New York) bought 83 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $7.3K.
  • iShares 20+ Year Treasury Bond ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #451 holding.
  • Wealthspire Advisors (New York) first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • 1,090 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.