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

BCGM 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	-3,034	Closed	-$263K	–	194
2026 Q1	$263K	Sell	3,034 -3,063	-50%	-$269K	0.07%	158
2025 Q4	$531K	Buy	6,097 +2,701	+80%	+$242K	0.14%	106
2025 Q3	$304K	Sell	3,396 -1,839	-35%	-$161K	0.08%	142
2025 Q2	$462K	Sell	5,235 -121	-2%	-$10.6K	0.13%	108
2025 Q1	$488K	Sell	5,356 -32,795	-86%	-$2.92M	0.15%	99
2024 Q4	$3.33M	Buy	38,151 +6,789	+22%	+$625K	1.06%	28
2024 Q3	$3.08M	Sell	31,362 -42	-0.1%	-$4.05K	1%	30
2024 Q2	$2.88M	Buy	31,404 +3,430	+12%	+$313K	1%	29
2024 Q1	$2.65M	Buy	+27,974	New	+$2.65M	0.95%	36

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

BCGM Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 3,034 shares — an estimated $263K sold.

BCGM Wealth Management first reported a position in TLT in Q1 2024 and held it in 9 quarters. The position peaked at $3.33M in Q4 2024. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

BCGM Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
BCGM Wealth Management sold 3,034 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $263K.
BCGM Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2024 and held it in 9 quarters.
BCGM Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $3.33M in Q4 2024.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.