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

Apollon 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
Q3 		$1.09M Sell
14,063
-27,724
-66% -$2.29M 0.01% 707
2026
Q2 		$3.61M Buy
41,787
+1,633
+4% +$140K 0.04% 339
2026
Q1 		$3.48M Buy
40,154
+21,761
+118% +$1.91M 0.06% 267
2025
Q4 		$1.6M Sell
18,393
-23,968
-57% -$2.14M 0.03% 420
2025
Q3 		$3.79M Buy
42,361
+1,929
+5% +$169K 0.07% 246
2025
Q2 		$3.57M Buy
40,432
+20,505
+103% +$1.79M 0.07% 244
2025
Q1 		$1.81M Sell
19,927
-35,732
-64% -$3.18M 0.04% 355
2024
Q4 		$4.86M Sell
55,659
-4,363
-7% -$402K 0.11% 164
2024
Q3 		$5.89M Buy
60,022
+42,894
+250% +$4.14M 0.17% 106
2024
Q2 		$1.57M Buy
17,128
+1,724
+11% +$157K 0.05% 342
2024
Q1 		$1.46M Buy
15,404
+5,014
+48% +$474K 0.05% 356
2023
Q4 		$1.03M Buy
10,390
+7,473
+256% +$675K 0.04% 445
2023
Q3 		$259K Buy
2,917
+890
+44% +$85.5K 0.01% 749
2023
Q2 		$209K Buy
+2,027
New +$210K 0.01% 857
2020
Q4 		– Sell
-1,891
Closed -$309K – 251
2020
Q3 		$309K Sell
1,891
-433
-19% -$71.8K 0.14% 113
2020
Q2 		$381K Buy
2,324
+534
+30% +$87.9K 0.21% 65
2020
Q1 		$295K Buy
+1,790
New +$267K 0.3% 46

Other funds holding TLT

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Hantz Financial Services
Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Apollon Wealth Management's TLT Position: Q3 2026 in Review

Apollon Wealth Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 66% in Q3 2026, selling an estimated $2.29M and leaving 14,063 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #707.

Apollon Wealth Management first reported a position in TLT in Q1 2020 and has held it in 17 quarters since. The position peaked at $5.89M in Q3 2024. 660 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • Apollon Wealth Management held 14,063 shares of iShares 20+ Year Treasury Bond ETF worth $1.09M as of Q3 2026.
  • Apollon Wealth Management sold 27,724 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $2.29M.
  • iShares 20+ Year Treasury Bond ETF made up 0.01% of Apollon Wealth Management's portfolio in Q3 2026, its #707 holding.
  • Apollon Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2020 and has held it in 17 quarters since.
  • Apollon Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $5.89M in Q3 2024.
  • 660 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.