Bellevue Asset Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Bellevue Asset 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	$6.32K	Buy	73 +1	+1%	+$86	﹤0.01%	335
2026 Q1	$6.27K	Buy	72 +1	+1%	+$88	﹤0.01%	309
2025 Q4	$6.26K	Buy	71 +1	+1%	+$89	﹤0.01%	318
2025 Q3	$6.33K	Buy	70 +1	+1%	+$87	﹤0.01%	323
2025 Q2	$6.17K	Sell	69 -12	-15%	-$1.05K	﹤0.01%	317
2025 Q1	$7.39K	Hold	81	–	–	﹤0.01%	292
2024 Q4	$7.07K	Buy	+81	New	+$7.46K	﹤0.01%	306

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

Bellevue Asset Management's TLT Position: Q2 2026 in Review

Bellevue Asset Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1.4% in Q2 2026, buying an estimated $86 and bringing the position to 73 shares worth $6.32K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

Bellevue Asset Management first reported a position in TLT in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.39K in Q1 2025. 1,049 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Bellevue Asset Management held 73 shares of iShares 20+ Year Treasury Bond ETF worth $6.32K as of Q2 2026.
Bellevue Asset Management bought 1 iShares 20+ Year Treasury Bond ETF share in Q2 2026, an estimated $86.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #335 holding.
Bellevue Asset Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Bellevue Asset Management's iShares 20+ Year Treasury Bond ETF position peaked at $7.39K in Q1 2025.
1,049 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

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