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

Belpointe 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 		$241K Sell
2,783
-13,751
-83% -$1.18M 0.01% 982
2026
Q1 		$1.43M Sell
16,534
-620
-4% -$54.5K 0.05% 332
2025
Q4 		$1.5M Buy
17,154
+671
+4% +$60K 0.05% 296
2025
Q3 		$1.47M Buy
16,483
+9,743
+145% +$852K 0.06% 293
2025
Q2 		$595K Sell
6,740
-10,324
-61% -$900K 0.02% 517
2025
Q1 		$1.55M Sell
17,064
-146,014
-90% -$13M 0.08% 231
2024
Q4 		$15.7M Sell
163,078
-17,943
-10% -$1.65M 0.95% 16
2024
Q3 		$17.8M Buy
181,021
+173,816
+2,412% +$16.8M 1.07% 14
2024
Q2 		$661K Sell
7,205
-11,037
-61% -$1.01M 0.05% 391
2024
Q1 		$1.73M Sell
18,242
-62,692
-77% -$5.93M 0.13% 148
2023
Q4 		$8M Buy
80,934
+55,076
+213% +$4.98M 0.7% 24
2023
Q3 		$2.29M Sell
25,858
-18,226
-41% -$1.75M 0.24% 79
2023
Q2 		$4.54M Sell
44,084
-38,231
-46% -$3.97M 0.48% 33
2023
Q1 		$8.55M Buy
82,315
+71,747
+679% +$7.51M 0.46% 35
2022
Q4 		$955K Buy
10,568
+4,327
+69% +$436K 0.06% 332
2022
Q3 		$639K Sell
6,241
-2,676
-30% -$301K 0.04% 425
2022
Q2 		$1.02M Sell
8,917
-10,062
-53% -$1.18M 0.07% 286
2022
Q1 		$2.51M Sell
18,979
-2,234
-11% -$308K 0.15% 139
2021
Q4 		$2.32M Sell
21,213
-21,076
-50% -$3.11M 0.14% 144
2021
Q3 		$3.5M Buy
42,289
+28,709
+211% +$4.26M 0.24% 83
2021
Q2 		$1.96M Buy
13,580
+7,487
+123% +$1.04M 0.14% 159
2021
Q1 		$825K Buy
6,093
+153
+3% +$22.2K 0.07% 292
2020
Q4 		$937K Sell
5,940
-23,996
-80% -$3.81M 0.08% 263
2020
Q3 		$4.89M Sell
29,936
-23,754
-44% -$3.94M 0.54% 30
2020
Q2 		$8.8M Buy
53,690
+24,464
+84% +$4.03M 1.14% 11
2020
Q1 		$4.82M Buy
29,226
+3,775
+15% +$563K 0.84% 19
2019
Q4 		$3.45M Sell
25,451
-22,617
-47% -$3.15M 0.44% 48
2019
Q3 		$6.88M Sell
48,068
-4,842
-9% -$673K 1.11% 10
2019
Q2 		$7.03M Buy
+52,910
New +$6.72M 1.38% 9
2019
Q1 		– Sell
-10,864
Closed -$1.32M – 562
2018
Q4 		$1.32M Sell
10,864
-35,126
-76% -$4.07M 0.33% 63
2018
Q3 		$5.39M Buy
45,990
+31,434
+216% +$3.77M 0.85% 13
2018
Q2 		$1.77M Buy
14,556
+10,261
+239% +$1.23M 0.5% 28
2018
Q1 		$524K Sell
4,295
-41,745
-91% -$5.04M 0.15% 145
2017
Q4 		$5.84M Buy
46,040
+6,620
+17% +$831K 1.28% 8
2017
Q3 		$4.92M Buy
+39,420
New +$4.95M 1.15% 9

Other funds holding TLT

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
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
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
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 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

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

Belpointe Asset Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 83% in Q2 2026, selling an estimated $1.18M and leaving 2,783 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #982.

Belpointe Asset Management first reported a position in TLT in Q3 2017 and has held it in 35 quarters since. The position peaked at $17.8M in Q3 2024. 449 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Belpointe Asset Management held 2,783 shares of iShares 20+ Year Treasury Bond ETF worth $241K as of Q2 2026.
  • Belpointe Asset Management sold 13,751 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $1.18M.
  • iShares 20+ Year Treasury Bond ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #982 holding.
  • Belpointe Asset Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2017 and has held it in 35 quarters since.
  • Belpointe Asset Management's iShares 20+ Year Treasury Bond ETF position peaked at $17.8M in Q3 2024.
  • 449 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.