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

BAM 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
-2,684
Closed -$233K – 185
2026
Q1 		$233K Buy
2,684
+19
+0.7% +$1.67K 0.17% 139
2025
Q4 		$232K Sell
2,665
-569
-18% -$50.9K 0.17% 138
2025
Q3 		$289K Buy
+3,234
New +$283K 0.22% 108

Other funds holding TLT

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

BAM Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 2,684 shares — an estimated $233K sold.

BAM Wealth Management first reported a position in TLT in Q3 2025 and held it in 3 quarters. The position peaked at $289K in Q3 2025. 577 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • BAM Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • BAM Wealth Management sold 2,684 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $233K.
  • BAM Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2025 and held it in 3 quarters.
  • BAM Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $289K in Q3 2025.
  • 577 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.