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

Bulltick 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	$7.69M	Sell	88,985 -13,619	-13%	-$1.17M	1.57%	23
2026 Q1	$8.89M	Buy	102,604 +50,678	+98%	+$4.46M	1.96%	17
2025 Q4	$4.53M	Sell	51,926 -42,975	-45%	-$3.84M	0.96%	34
2025 Q3	$8.47M	Buy	94,901 +24,012	+34%	+$2.1M	2%	15
2025 Q2	$6.26M	Buy	70,889 +23,192	+49%	+$2.02M	1.54%	21
2025 Q1	$4.34M	Buy	47,697 +12,023	+34%	+$1.07M	1.15%	27
2024 Q4	$3.12M	Buy	35,674 +314	+0.9%	+$28.9K	0.72%	34
2024 Q3	$3.47M	Sell	35,360 -19,220	-35%	-$1.85M	0.84%	36
2024 Q2	$5.01M	Buy	54,580 +17,065	+45%	+$1.55M	1.24%	31
2024 Q1	$3.55M	Buy	37,515 +12,988	+53%	+$1.23M	0.61%	45
2023 Q4	$2.43M	Buy	+24,527	New	+$2.22M	0.55%	49

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

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

Bulltick Wealth Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 13% in Q2 2026, selling an estimated $1.17M and leaving 88,985 shares worth $7.69M. The position accounts for 1.57% of the portfolio, ranked #23.

Bulltick Wealth Management first reported a position in TLT in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.89M in Q1 2026. 1,041 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Bulltick Wealth Management held 88,985 shares of iShares 20+ Year Treasury Bond ETF worth $7.69M as of Q2 2026.
Bulltick Wealth Management sold 13,619 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $1.17M.
iShares 20+ Year Treasury Bond ETF made up 1.57% of Bulltick Wealth Management's portfolio in Q2 2026, its #23 holding.
Bulltick Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Bulltick Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $8.89M in Q1 2026.
1,041 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Bulltick Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.