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

Westshore Wealth’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 		$497K Sell
5,733
-15
-0.3% -$1.32K 0.17% 49
2025
Q4 		$501K Sell
5,748
-1,598
-22% -$143K 0.17% 49
2025
Q3 		$657K Sell
7,346
-8,523
-54% -$745K 0.22% 39
2025
Q2 		$1.4M Sell
15,869
-2,876
-15% -$251K 0.54% 28
2025
Q1 		$1.71M Sell
18,745
-1,479
-7% -$132K 0.72% 21
2024
Q4 		$1.77M Sell
20,224
-135
-0.7% -$12.4K 0.72% 22
2024
Q3 		$2M Sell
20,359
-2,676
-12% -$258K 0.82% 19
2024
Q2 		$2.11M Sell
23,035
-6,833
-23% -$623K 0.88% 18
2024
Q1 		$2.83M Sell
29,868
-1,703
-5% -$161K 1.17% 16
2023
Q4 		$3.12M Buy
31,571
+7,763
+33% +$701K 1.44% 12
2023
Q3 		$2.11M Sell
23,808
-6,226
-21% -$598K 1.17% 14
2023
Q2 		$3.09M Buy
30,034
+14,587
+94% +$1.51M 1.58% 11
2023
Q1 		$1.64M Sell
15,447
-6,526
-30% -$683K 0.86% 16
2022
Q4 		$2.19M Buy
+21,973
New +$2.21M 1.25% 13

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

Westshore Wealth's TLT Position: Q1 2026 in Review

Westshore Wealth reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.26% in Q1 2026, selling an estimated $1.32K and leaving 5,733 shares worth $497K. The position accounts for 0.17% of the portfolio, ranked #49.

Westshore Wealth first reported a position in TLT in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.12M in Q4 2023. 1,088 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Westshore Wealth held 5,733 shares of iShares 20+ Year Treasury Bond ETF worth $497K as of Q1 2026.
  • Westshore Wealth sold 15 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $1.32K.
  • iShares 20+ Year Treasury Bond ETF made up 0.17% of Westshore Wealth's portfolio in Q1 2026, its #49 holding.
  • Westshore Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Westshore Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $3.12M in Q4 2023.
  • 1,088 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.