C
TLT icon

Certuity’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Certuity’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 		$325K Buy
3,756
+944
+34% +$81.1K 0.02% 482
2026
Q1 		$244K Buy
+2,812
New +$247K 0.02% 527
2025
Q4 		– Sell
-2,843
Closed -$254K – 630
2025
Q3 		$254K Buy
2,843
+173
+6% +$15.1K 0.02% 449
2025
Q2 		$236K Buy
2,670
+306
+13% +$26.7K 0.02% 358
2025
Q1 		$215K Buy
2,364
+24
+1% +$2.14K 0.02% 359
2024
Q4 		$204K Sell
2,340
-543
-19% -$50K 0.02% 348
2024
Q3 		$283K Sell
2,883
-694
-19% -$66.9K 0.03% 274
2024
Q2 		$328K Buy
3,577
+826
+30% +$75.3K 0.03% 240
2024
Q1 		$260K Sell
2,751
-31
-1% -$2.93K 0.02% 269
2023
Q4 		$275K Buy
+2,782
New +$251K 0.03% 263
2022
Q1 		– Sell
-2,014
Closed -$298K – 327
2021
Q4 		$298K Sell
2,014
-260
-11% -$38.3K 0.06% 213
2021
Q3 		$328K Sell
2,274
-170
-7% -$25.2K 0.07% 257
2021
Q2 		$353K Buy
2,444
+170
+7% +$23.7K 0.08% 189
2021
Q1 		$308K Sell
2,274
-680
-23% -$98.6K 0.08% 199
2020
Q4 		$466K Hold
2,954
– – 0.15% 103
2020
Q3 		$482K Hold
2,954
– – 0.19% 83
2020
Q2 		$484K Buy
2,954
+34
+1% +$5.6K 0.23% 73
2020
Q1 		$482K Sell
2,920
-499
-15% -$74.4K 0.27% 64
2019
Q4 		$463K Buy
+3,419
New +$476K 0.22% 78

Other funds holding TLT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
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
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Certuity's TLT Position: Q2 2026 in Review

Certuity increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 34% in Q2 2026, buying an estimated $81.1K and bringing the position to 3,756 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #482.

Certuity first reported a position in TLT in Q4 2019 and has held it in 19 quarters since. The position peaked at $484K in Q2 2020. 401 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Certuity held 3,756 shares of iShares 20+ Year Treasury Bond ETF worth $325K as of Q2 2026.
  • Certuity bought 944 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $81.1K.
  • iShares 20+ Year Treasury Bond ETF made up 0.02% of Certuity's portfolio in Q2 2026, its #482 holding.
  • Certuity first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and has held it in 19 quarters since.
  • Certuity's iShares 20+ Year Treasury Bond ETF position peaked at $484K in Q2 2020.
  • 401 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.