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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
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

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Apollon Wealth Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 4.1% in Q2 2026, buying an estimated $140K and bringing the position to 41,787 shares worth $3.61M. The position accounts for 0.04% of the portfolio, ranked #339.

Apollon Wealth Management first reported a position in TLT in Q1 2020 and has held it in 16 quarters since. The position peaked at $5.89M in Q3 2024. 295 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Apollon Wealth Management held 41,787 shares of iShares 20+ Year Treasury Bond ETF worth $3.61M as of Q2 2026.
  • Apollon Wealth Management bought 1,633 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $140K.
  • iShares 20+ Year Treasury Bond ETF made up 0.04% of Apollon Wealth Management's portfolio in Q2 2026, its #339 holding.
  • Apollon Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2020 and has held it in 16 quarters since.
  • Apollon Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $5.89M in Q3 2024.
  • 295 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.