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Wilkins Miller Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Wilkins Miller Wealth Management’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
-3,983
Closed -$347K – 92
2025
Q4 		$347K Sell
3,983
-1,184
-23% -$106K 0.21% 67
2025
Q3 		$462K Buy
5,167
+162
+3% +$14.2K 0.29% 60
2025
Q2 		$442K Buy
+5,005
New +$436K 0.3% 61

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

Wilkins Miller Wealth Management's TLT Position: Q1 2026 in Review

Wilkins Miller Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 3,983 shares — an estimated $347K sold.

Wilkins Miller Wealth Management first reported a position in TLT in Q2 2025 and held it in 3 quarters. The position peaked at $462K in Q3 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Wilkins Miller Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Wilkins Miller Wealth Management sold 3,983 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $347K.
  • Wilkins Miller Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2025 and held it in 3 quarters.
  • Wilkins Miller Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $462K in Q3 2025.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Wilkins Miller Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.