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

Bingham 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	$531K	Sell	6,143 -311	-5%	-$26.7K	0.37%	82
2026 Q1	$559K	Buy	6,454 +1,850	+40%	+$163K	0.44%	67
2025 Q4	$401K	Buy	+4,604	New	+$412K	0.35%	90
2025 Q2	$493K	Buy	5,592 +34	+0.6%	+$2.96K	0.47%	63
2025 Q1	$506K	Buy	5,558 +620	+13%	+$55.2K	0.52%	62
2024 Q4	$431K	Buy	+4,938	New	+$454K	0.46%	73

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

Bingham Private Wealth's TLT Position: Q2 2026 in Review

Bingham Private Wealth reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 4.8% in Q2 2026, selling an estimated $26.7K and leaving 6,143 shares worth $531K. The position accounts for 0.37% of the portfolio, ranked #82.

Bingham Private Wealth first reported a position in TLT in Q4 2024 and has held it in 6 quarters since. The position peaked at $559K in Q1 2026. 1,046 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Bingham Private Wealth held 6,143 shares of iShares 20+ Year Treasury Bond ETF worth $531K as of Q2 2026.
Bingham Private Wealth sold 311 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $26.7K.
iShares 20+ Year Treasury Bond ETF made up 0.37% of Bingham Private Wealth's portfolio in Q2 2026, its #82 holding.
Bingham Private Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
Bingham Private Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $559K in Q1 2026.
1,046 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Bingham Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.