WFA of San Diego’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

WFA of San Diego’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	$34.9K	Sell	403 -116	-22%	-$10.2K	0.03%	209
2025 Q4	$45.2K	Hold	519	–	–	0.03%	202
2025 Q3	$46.4K	Hold	519	–	–	0.03%	209
2025 Q2	$45.8K	Buy	+519	New	+$45.3K	0.03%	212
2024 Q3	$58.9K	Hold	600	–	–	0.05%	170
2024 Q2	$55.1K	Buy	+600	New	+$54.7K	0.05%	170
2023 Q3	$53.2K	Hold	600	–	–	0.06%	163
2023 Q2	$61.8K	Buy	+600	New	+$62.2K	0.06%	153
2023 Q1	–	Sell	-600	Closed	-$59.7K	–	391
2022 Q4	$59.7K	Buy	+600	New	+$60.5K	0.05%	177

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

WFA of San Diego's TLT Position: Q1 2026 in Review

WFA of San Diego reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 22% in Q1 2026, selling an estimated $10.2K and leaving 403 shares worth $34.9K. The position accounts for 0.03% of the portfolio, ranked #209.

WFA of San Diego first reported a position in TLT in Q4 2022 and has held it in 9 quarters since. The position peaked at $61.8K in Q2 2023. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

WFA of San Diego held 403 shares of iShares 20+ Year Treasury Bond ETF worth $34.9K as of Q1 2026.
WFA of San Diego sold 116 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $10.2K.
iShares 20+ Year Treasury Bond ETF made up 0.03% of WFA of San Diego's portfolio in Q1 2026, its #209 holding.
WFA of San Diego first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and has held it in 9 quarters since.
WFA of San Diego's iShares 20+ Year Treasury Bond ETF position peaked at $61.8K in Q2 2023.
1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.