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

Catalyst 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	$836K	Buy	9,674 +1,305	+16%	+$112K	0.4%	37
2026 Q1	$726K	Sell	8,369 -377	-4%	-$33.1K	0.39%	39
2025 Q4	$762K	Sell	8,746 -61	-0.7%	-$5.45K	0.33%	37
2025 Q3	$787K	Sell	8,807 -8,095	-48%	-$708K	0.35%	35
2025 Q2	$1.49M	Buy	16,902 +1,121	+7%	+$97.7K	0.66%	25
2025 Q1	$1.44M	Sell	15,781 -2,575	-14%	-$229K	0.7%	26
2024 Q4	$1.6M	Buy	18,356 +8,871	+94%	+$816K	0.71%	25
2024 Q3	$930K	Sell	9,485 -1,313	-12%	-$127K	0.46%	33
2024 Q2	$991K	Buy	10,798 +2,869	+36%	+$261K	0.52%	32
2024 Q1	$750K	Sell	7,929 -255	-3%	-$24.1K	0.39%	34
2023 Q4	$809K	Sell	8,184 -12,868	-61%	-$1.16M	0.38%	38
2023 Q3	$1.87M	Buy	21,052 +9,306	+79%	+$894K	1.1%	21
2023 Q2	$1.21M	Sell	11,746 -412	-3%	-$42.7K	0.76%	30
2023 Q1	$1.29M	Sell	12,158 -384	-3%	-$40.2K	0.89%	26
2022 Q4	$1.25M	Buy	12,542 +7,068	+129%	+$712K	1.02%	26
2022 Q3	$561K	Sell	5,474 -2,025	-27%	-$228K	0.42%	40
2022 Q2	$861K	Sell	7,499 -371	-5%	-$43.7K	0.61%	31
2022 Q1	$1.04M	Buy	7,870 +6,399	+435%	+$883K	0.52%	31
2021 Q4	$218K	Sell	1,471 -140	-9%	-$20.6K	0.09%	75
2021 Q3	$232K	Sell	1,611 -13	-0.8%	-$1.93K	0.1%	70
2021 Q2	$234K	Sell	1,624 -4,198	-72%	-$586K	0.13%	67
2021 Q1	$789K	Buy	5,822 +578	+11%	+$83.8K	0.55%	22
2020 Q4	$827K	Buy	5,244 +1,043	+25%	+$166K	0.73%	19
2020 Q3	$686K	Buy	+4,201	New	+$697K	0.67%	20

Other funds holding TLT

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

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

Catalyst Private Wealth increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 16% in Q2 2026, buying an estimated $112K and bringing the position to 9,674 shares worth $836K. The position accounts for 0.4% of the portfolio, ranked #37.

Catalyst Private Wealth first reported a position in TLT in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.87M in Q3 2023. 449 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Catalyst Private Wealth held 9,674 shares of iShares 20+ Year Treasury Bond ETF worth $836K as of Q2 2026.
Catalyst Private Wealth bought 1,305 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $112K.
iShares 20+ Year Treasury Bond ETF made up 0.4% of Catalyst Private Wealth's portfolio in Q2 2026, its #37 holding.
Catalyst Private Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2020 and has held it in 24 quarters since.
Catalyst Private Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $1.87M in Q3 2023.
449 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Catalyst Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.