Wedbush Securities’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.54M | Sell |
52,314
-4,553
| -8% | -$400K | 0.13% | 119 |
|
|
2025
Q4 | $4.96M | Buy |
56,867
+4,776
| +9% | +$427K | 0.14% | 103 |
|
|
2025
Q3 | $4.66M | Buy |
52,091
+899
| +2% | +$78.6K | 0.15% | 94 |
|
|
2025
Q2 | $4.52M | Buy |
51,192
+2,369
| +5% | +$207K | 0.16% | 98 |
|
|
2025
Q1 | $4.44M | Sell |
48,823
-1,372
| -3% | -$122K | 0.16% | 96 |
|
|
2024
Q4 | $4.38M | Buy |
50,195
+1,783
| +4% | +$164K | 0.16% | 92 |
|
|
2024
Q3 | $4.75M | Buy |
48,412
+7,716
| +19% | +$744K | 0.18% | 87 |
|
|
2024
Q2 | $3.73M | Sell |
40,696
-12,181
| -23% | -$1.11M | 0.13% | 113 |
|
|
2024
Q1 | $5M | Buy |
52,877
+12,548
| +31% | +$1.19M | 0.19% | 83 |
|
|
2023
Q4 | $3.99M | Sell |
40,329
-3,485
| -8% | -$315K | 0.18% | 86 |
|
|
2023
Q3 | $3.89M | Buy |
43,814
+12,706
| +41% | +$1.22M | 0.19% | 80 |
|
|
2023
Q2 | $3.2M | Buy |
31,108
+1,942
| +7% | +$201K | 0.15% | 103 |
|
|
2023
Q1 | $3.1M | Buy |
29,166
+2,885
| +11% | +$302K | 0.16% | 108 |
|
|
2022
Q4 | $2.62M | Buy |
26,281
+2,019
| +8% | +$203K | 0.14% | 117 |
|
|
2022
Q3 | $2.49M | Buy |
24,262
+8,278
| +52% | +$932K | 0.14% | 116 |
|
|
2022
Q2 | $1.84M | Buy |
15,984
+6,584
| +70% | +$775K | 0.1% | 161 |
|
|
2022
Q1 | $1.24M | Sell |
9,400
-3,018
| -24% | -$416K | 0.06% | 286 |
|
|
2021
Q4 | $1.84M | Buy |
12,418
+46
| +0.4% | +$6.78K | 0.08% | 200 |
|
|
2021
Q3 | $1.78M | Sell |
12,372
-5,869
| -32% | -$871K | 0.08% | 205 |
|
|
2021
Q2 | $2.63M | Buy |
18,241
+947
| +5% | +$132K | 0.12% | 132 |
|
|
2021
Q1 | $2.34M | Buy |
17,294
+5,826
| +51% | +$845K | 0.13% | 131 |
|
|
2020
Q4 | $1.81M | Sell |
11,468
-3,255
| -22% | -$517K | 0.16% | 135 |
|
|
2020
Q3 | $2.4M | Sell |
14,723
-10,100
| -41% | -$1.68M | 0.23% | 95 |
|
|
2020
Q2 | $4.07M | Buy |
24,823
+3,570
| +17% | +$588K | 0.38% | 52 |
|
|
2020
Q1 | $3.51M | Sell |
21,253
-6,549
| -24% | -$976K | 0.42% | 47 |
|
|
2019
Q4 | $3.77M | Buy |
27,802
+21
| +0.1% | +$2.92K | 0.33% | 58 |
|
|
2019
Q3 | $3.98M | Sell |
27,781
-1,340
| -5% | -$186K | 0.39% | 48 |
|
|
2019
Q2 | $3.87M | Sell |
29,121
-2,760
| -9% | -$351K | 0.39% | 45 |
|
|
2019
Q1 | $4.03M | Buy |
31,881
+15,165
| +91% | +$1.84M | 0.43% | 43 |
|
|
2018
Q4 | $2.03M | Buy |
16,716
+2,314
| +16% | +$268K | 0.26% | 79 |
|
|
2018
Q3 | $1.69M | Buy |
14,402
+12,251
| +570% | +$1.47M | 0.19% | 115 |
|
|
2018
Q2 | $262K | Buy |
2,151
+145
| +7% | +$17.3K | 0.03% | 608 |
|
|
2018
Q1 | $245K | Sell |
2,006
-727
| -27% | -$87.8K | 0.03% | 612 |
|
|
2017
Q4 | $347K | Sell |
2,733
-598
| -18% | -$75.1K | 0.04% | 496 |
|
|
2017
Q3 | $416K | Buy |
3,331
+131
| +4% | +$16.5K | 0.05% | 449 |
|
|
2017
Q2 | $400K | Buy |
3,200
+100
| +3% | +$12.4K | 0.05% | 454 |
|
|
2017
Q1 | $374K | Sell |
3,100
-1,263
| -29% | -$152K | 0.05% | 445 |
|
|
2016
Q4 | $520K | Sell |
4,363
-29,530
| -87% | -$3.7M | 0.08% | 323 |
|
|
2016
Q3 | $4.66M | Buy |
33,893
+1,113
| +3% | +$154K | 0.69% | 20 |
|
|
2016
Q2 | $4.55M | Sell |
32,780
-647
| -2% | -$85.3K | 0.75% | 17 |
|
|
2016
Q1 | $4.37M | Buy |
33,427
+8,460
| +34% | +$1.08M | 0.76% | 18 |
|
|
2015
Q4 | $3.01M | Sell |
24,967
-1,326
| -5% | -$162K | 0.54% | 29 |
|
|
2015
Q3 | $3.25M | Buy |
26,293
+2,333
| +10% | +$283K | 0.65% | 19 |
|
|
2015
Q2 | $2.82M | Sell |
23,960
-1,657
| -6% | -$203K | 0.52% | 24 |
|
|
2015
Q1 | $3.35M | Buy |
25,617
+9,701
| +61% | +$1.27M | 0.57% | 25 |
|
|
2014
Q4 | $2M | Buy |
15,916
+5,350
| +51% | +$649K | 0.31% | 60 |
|
|
2014
Q3 | $1.23M | Sell |
10,566
-250
| -2% | -$28.8K | 0.19% | 104 |
|
|
2014
Q2 | $1.23M | Buy |
+10,816
| New | +$1.21M | 0.2% | 104 |
|
|
2013
Q3 | – | Sell |
-2,381
| Closed | -$263K | – | 606 |
|
|
2013
Q2 | $263K | Buy |
+2,381
| New | +$280K | 0.07% | 335 |
|
Other funds holding TLT
Wedbush Securities's TLT Position: Q1 2026 in Review
Wedbush Securities reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 8% in Q1 2026, selling an estimated $400K and leaving 52,314 shares worth $4.54M. The position accounts for 0.13% of the portfolio, ranked #119.
Wedbush Securities first reported a position in TLT in Q2 2013 and has held it in 49 quarters since. The position peaked at $5M in Q1 2024. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.
- Wedbush Securities held 52,314 shares of iShares 20+ Year Treasury Bond ETF worth $4.54M as of Q1 2026.
- Wedbush Securities sold 4,553 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $400K.
- iShares 20+ Year Treasury Bond ETF made up 0.13% of Wedbush Securities's portfolio in Q1 2026, its #119 holding.
- Wedbush Securities first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2013 and has held it in 49 quarters since.
- Wedbush Securities's iShares 20+ Year Treasury Bond ETF position peaked at $5M in Q1 2024.
- 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.
Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.