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Ashton Thomas Private Wealth’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Ashton Thomas Private Wealth’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 		$650K Sell
7,523
-16,952
-69% -$1.46M 0.01% 692
2026
Q1 		$2.12M Buy
24,475
+16,583
+210% +$1.46M 0.05% 344
2025
Q4 		$688K Buy
7,892
+1,683
+27% +$150K 0.02% 586
2025
Q3 		$555K Sell
6,209
-33,584
-84% -$2.94M 0.01% 621
2025
Q2 		$3.51M Buy
39,793
+33,171
+501% +$2.89M 0.12% 187
2025
Q1 		$603K Sell
6,622
-19,274
-74% -$1.72M 0.02% 509
2024
Q4 		$2.26M Buy
25,896
+2,159
+9% +$199K 0.09% 252
2024
Q3 		$2.33M Buy
23,737
+11,006
+86% +$1.06M 0.12% 193
2024
Q2 		$1.17M Buy
12,731
+4,281
+51% +$390K 0.06% 282
2024
Q1 		$800K Buy
8,450
+1,530
+22% +$145K 0.05% 340
2023
Q4 		$684K Buy
+6,920
New +$625K 0.04% 358
2023
Q3 		– Sell
-7,945
Closed -$818K – 604
2023
Q2 		$818K Sell
7,945
-12,632
-61% -$1.31M 0.06% 311
2023
Q1 		$2.19M Buy
20,577
+14,631
+246% +$1.53M 0.19% 145
2022
Q4 		$592K Buy
5,946
+2,849
+92% +$287K 0.06% 320
2022
Q3 		$317K Buy
3,097
+783
+34% +$88.2K 0.04% 372
2022
Q2 		$266K Sell
2,314
-1,469
-39% -$173K 0.03% 397
2022
Q1 		$500K Sell
3,783
-10,457
-73% -$1.44M 0.04% 343
2021
Q4 		$2.11M Buy
14,240
+4,788
+51% +$706K 0.21% 130
2021
Q3 		$1.36M Buy
9,452
+1,214
+15% +$180K 0.2% 119
2021
Q2 		$1.19M Buy
8,238
+5,432
+194% +$758K 0.18% 139
2021
Q1 		$380K Sell
2,806
-883
-24% -$128K 0.06% 246
2020
Q4 		$582K Sell
3,689
-3,590
-49% -$570K 0.11% 215
2020
Q3 		$1.19M Buy
7,279
+1,428
+24% +$237K 0.3% 89
2020
Q2 		$959K Buy
5,851
+2,347
+67% +$386K 0.28% 96
2020
Q1 		$578K Buy
+3,504
New +$522K 0.24% 109

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

Ashton Thomas Private Wealth's TLT Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 69% in Q2 2026, selling an estimated $1.46M and leaving 7,523 shares worth $650K. The position accounts for 0.01% of the portfolio, ranked #692.

Ashton Thomas Private Wealth first reported a position in TLT in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.51M in Q2 2025. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Ashton Thomas Private Wealth held 7,523 shares of iShares 20+ Year Treasury Bond ETF worth $650K as of Q2 2026.
  • Ashton Thomas Private Wealth sold 16,952 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $1.46M.
  • iShares 20+ Year Treasury Bond ETF made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #692 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • Ashton Thomas Private Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $3.51M in Q2 2025.
  • 1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.