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Bogart Wealth LLC’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Bogart Wealth LLC’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
-29
Closed -$2.51K – 2088
2026
Q1 		$2.51K Hold
29
– – ﹤0.01% 1225
2025
Q4 		$2.53K Hold
29
– – ﹤0.01% 1138
2025
Q3 		$2.59K Hold
29
– – ﹤0.01% 1102
2025
Q2 		$2.56K Sell
29
-93
-76% -$8.11K ﹤0.01% 1058
2025
Q1 		$11.1K Buy
+122
New +$10.9K ﹤0.01% 725
2024
Q2 		– Sell
-200
Closed -$18.9K – 1174
2024
Q1 		$18.9K Sell
200
-112
-36% -$10.6K ﹤0.01% 525
2023
Q4 		$30.9K Buy
312
+30
+11% +$2.71K ﹤0.01% 438
2023
Q3 		$25K Buy
282
+26
+10% +$2.5K ﹤0.01% 444
2023
Q2 		$26.4K Buy
256
+156
+156% +$16.2K ﹤0.01% 417
2023
Q1 		$10.6K Buy
+100
New +$10.5K ﹤0.01% 579
2022
Q1 		– Sell
-8
Closed -$1K – 854
2021
Q4 		$1K Hold
8
– – ﹤0.01% 733
2021
Q3 		$1K Hold
8
– – ﹤0.01% 702
2021
Q2 		$1K Hold
8
– – ﹤0.01% 658
2021
Q1 		$1K Hold
8
– – ﹤0.01% 611
2020
Q4 		$1K Hold
8
– – ﹤0.01% 445
2020
Q3 		$1K Hold
8
– – ﹤0.01% 425
2020
Q2 		$1K Buy
+8
New +$1.32K ﹤0.01% 438

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bogart Wealth LLC's TLT Position: Q2 2026 in Review

Bogart Wealth LLC sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 29 shares — an estimated $2.51K sold.

Bogart Wealth LLC first reported a position in TLT in Q2 2020 and held it in 17 quarters. The position peaked at $30.9K in Q4 2023. 1,049 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Bogart Wealth LLC reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Bogart Wealth LLC sold 29 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $2.51K.
  • Bogart Wealth LLC first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2020 and held it in 17 quarters.
  • Bogart Wealth LLC's iShares 20+ Year Treasury Bond ETF position peaked at $30.9K in Q4 2023.
  • 1,049 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.