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

Cedar 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	$665K	Hold	7,698	–	–	0.17%	53
2026 Q1	$667K	Buy	7,698 +4,503	+141%	+$396K	0.19%	46
2025 Q4	$278K	Hold	3,195	–	–	0.08%	68
2025 Q3	$286K	Buy	3,195 +2	+0.1%	+$175	0.09%	70
2025 Q2	$282K	Buy	3,193 +267	+9%	+$23.3K	0.1%	64
2025 Q1	$266K	Buy	+2,926	New	+$260K	0.09%	70
2024 Q3	–	Sell	-2,317	Closed	-$213K	–	301
2024 Q2	$213K	Sell	2,317 -39	-2%	-$3.55K	0.07%	100
2024 Q1	$223K	Sell	2,356 -54	-2%	-$5.11K	0.07%	106
2023 Q4	$238K	Sell	2,410 -4,820	-67%	-$436K	0.09%	100
2023 Q3	$641K	Hold	7,230	–	–	0.25%	56
2023 Q2	$744K	Hold	7,230	–	–	0.29%	48
2023 Q1	$769K	Hold	7,230	–	–	0.31%	45
2022 Q4	$720K	Sell	7,230 -4,242	-37%	-$427K	0.36%	40
2022 Q3	$1.18M	Sell	11,472 -607	-5%	-$68.3K	0.58%	28
2022 Q2	$1.39M	Sell	12,079 -4,906	-29%	-$578K	0.64%	28
2022 Q1	$2.24M	Buy	16,985 +15,595	+1,122%	+$2.15M	0.91%	21
2021 Q4	$206K	Buy	+1,390	New	+$205K	0.08%	122

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

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

Cedar Wealth Management held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2026 at 7,698 shares worth $665K. The position accounts for 0.17% of the portfolio, ranked #53.

Cedar Wealth Management first reported a position in TLT in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.24M in Q1 2022. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Cedar Wealth Management held 7,698 shares of iShares 20+ Year Treasury Bond ETF worth $665K as of Q2 2026.
Cedar Wealth Management left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 20+ Year Treasury Bond ETF made up 0.17% of Cedar Wealth Management's portfolio in Q2 2026, its #53 holding.
Cedar Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and has held it in 17 quarters since.
Cedar Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $2.24M in Q1 2022.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Cedar Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.