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Weaver Consulting Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Weaver Consulting 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
-3,811
Closed -$332K – 281
2025
Q4 		$332K Hold
3,811
– – 0.08% 182
2025
Q3 		$341K Sell
3,811
-1,392
-27% -$122K 0.09% 171
2025
Q2 		$459K Buy
5,203
+845
+19% +$73.7K 0.13% 135
2025
Q1 		$397K Hold
4,358
– – 0.12% 140
2024
Q4 		$381K Sell
4,358
-93
-2% -$8.56K 0.12% 136
2024
Q3 		$437K Hold
4,451
– – 0.14% 123
2024
Q2 		$409K Buy
4,451
+724
+19% +$66K 0.14% 124
2024
Q1 		$353K Sell
3,727
-93
-2% -$8.8K 0.13% 138
2023
Q4 		$378K Buy
3,820
+416
+12% +$37.6K 0.15% 117
2023
Q3 		$302K Buy
3,404
+55
+2% +$5.29K 0.14% 136
2023
Q2 		$345K Buy
3,349
+360
+12% +$37.3K 0.15% 119
2023
Q1 		$318K Hold
2,989
– – 0.15% 134
2022
Q4 		$298K Buy
2,989
+1,025
+52% +$103K 0.15% 132
2022
Q3 		$201K Buy
+1,964
New +$221K 0.12% 159
2022
Q2 		– Sell
-1,530
Closed -$202K – 178
2022
Q1 		$202K Buy
1,530
+10
+0.7% +$1.38K 0.1% 167
2021
Q4 		$225K Hold
1,520
– – 0.11% 153
2021
Q3 		$219K Sell
1,520
-3
-0.2% -$445 0.12% 134
2021
Q2 		$220K Buy
+1,523
New +$212K 0.12% 133
2021
Q1 		– Sell
-1,316
Closed -$208K – 149
2020
Q4 		$208K Buy
1,316
+14
+1% +$2.22K 0.13% 132
2020
Q3 		$213K Sell
1,302
-102
-7% -$16.9K 0.12% 116
2020
Q2 		$230K Hold
1,404
– – 0.13% 109
2020
Q1 		$232K Buy
1,404
+153
+12% +$22.8K 0.15% 89
2019
Q4 		$179K Hold
1,251
– – 0.1% 123
2019
Q3 		$165K Hold
1,251
– – 0.09% 119
2019
Q2 		$166K Sell
1,251
-676
-35% -$85.9K 0.09% 111
2019
Q1 		$251K Buy
+1,927
New +$234K 0.07% 187

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

Weaver Consulting Group's TLT Position: Q1 2026 in Review

Weaver Consulting Group sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 3,811 shares — an estimated $332K sold.

Weaver Consulting Group first reported a position in TLT in Q1 2019 and held it in 26 quarters. The position peaked at $459K in Q2 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Weaver Consulting Group reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Weaver Consulting Group sold 3,811 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $332K.
  • Weaver Consulting Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2019 and held it in 26 quarters.
  • Weaver Consulting Group's iShares 20+ Year Treasury Bond ETF position peaked at $459K in Q2 2025.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Weaver Consulting Group's 13F filing for Q1 2026, filed 15 May 2026.