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

Clay Northam 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	$2.46M	Sell	28,475 -390	-1%	-$33.5K	1.21%	18
2026 Q1	$2.5M	Sell	28,865 -609	-2%	-$53.5K	1.41%	17
2025 Q4	$2.57M	Sell	29,474 -8,139	-22%	-$728K	1.43%	16
2025 Q3	$3.36M	Sell	37,613 -123	-0.3%	-$10.8K	1.92%	15
2025 Q2	$3.33M	Sell	37,736 -784	-2%	-$68.4K	2.13%	14
2025 Q1	$3.51M	Buy	38,520 +100	+0.3%	+$8.9K	2.45%	11
2024 Q4	$3.36M	Buy	38,420 +29,780	+345%	+$2.74M	2.17%	14
2024 Q3	$848K	Buy	8,640 +250	+3%	+$24.1K	0.58%	28
2024 Q2	$770K	Buy	8,390 +1,772	+27%	+$161K	0.58%	28
2024 Q1	$626K	Buy	6,618 +600	+10%	+$56.8K	0.5%	32
2023 Q4	$595K	Buy	+6,018	New	+$544K	0.53%	31

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

Clay Northam Wealth Management's TLT Position: Q2 2026 in Review

Clay Northam Wealth Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1.4% in Q2 2026, selling an estimated $33.5K and leaving 28,475 shares worth $2.46M. The position accounts for 1.21% of the portfolio, ranked #18.

Clay Northam Wealth Management first reported a position in TLT in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.51M in Q1 2025. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Clay Northam Wealth Management held 28,475 shares of iShares 20+ Year Treasury Bond ETF worth $2.46M as of Q2 2026.
Clay Northam Wealth Management sold 390 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $33.5K.
iShares 20+ Year Treasury Bond ETF made up 1.21% of Clay Northam Wealth Management's portfolio in Q2 2026, its #18 holding.
Clay Northam Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Clay Northam Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $3.51M in Q1 2025.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Clay Northam Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.