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

Able 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
Q2 		– Sell
-4,860
Closed -$421K – 201
2026
Q1 		$421K Sell
4,860
-6,034
-55% -$530K 0.11% 86
2025
Q4 		$950K Buy
10,894
+208
+2% +$18.6K 0.3% 52
2025
Q3 		$955K Buy
10,686
+1,902
+22% +$166K 0.36% 49
2025
Q2 		$775K Buy
8,784
+5,093
+138% +$444K 0.39% 51
2025
Q1 		$336K Buy
3,691
+775
+27% +$69K 0.2% 77
2024
Q4 		$255K Buy
+2,916
New +$268K 0.17% 81
2024
Q1 		– Sell
-548
Closed -$54.2K – 526
2023
Q4 		$54.2K Buy
+548
New +$49.5K 0.05% 132

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Able Wealth Management's TLT Position: Q2 2026 in Review

Able Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 4,860 shares — an estimated $421K sold.

Able Wealth Management first reported a position in TLT in Q4 2023 and held it in 7 quarters. The position peaked at $955K in Q3 2025. 1,046 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Able Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Able Wealth Management sold 4,860 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $421K.
  • Able Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and held it in 7 quarters.
  • Able Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $955K in Q3 2025.
  • 1,046 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.