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Clean Yield Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Clean Yield Group’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 		$38K Hold
440
– – 0.01% 260
2026
Q1 		$38.1K Hold
440
– – 0.01% 243
2025
Q4 		$38.4K Hold
440
– – 0.01% 249
2025
Q3 		$39.3K Hold
440
– – 0.01% 243
2025
Q2 		$38.8K Hold
440
– – 0.01% 238
2025
Q1 		$40.1K Hold
440
– – 0.01% 244
2024
Q4 		$38.4K Sell
440
-1,140
-72% -$105K 0.01% 249
2024
Q3 		$155K Hold
1,580
– – 0.05% 148
2024
Q2 		$145K Sell
1,580
-1,822
-54% -$166K 0.05% 138
2024
Q1 		$322K Buy
3,402
+1,122
+49% +$106K 0.13% 101
2023
Q4 		$225K Sell
2,280
-2,050
-47% -$185K 0.1% 117
2023
Q3 		$383K Sell
4,330
-3,970
-48% -$382K 0.17% 85
2023
Q2 		$854K Buy
8,300
+2,000
+32% +$207K 0.35% 55
2023
Q1 		$670K Sell
6,300
-3,100
-33% -$324K 0.29% 68
2022
Q4 		$936K Buy
9,400
+1,450
+18% +$146K 0.4% 61
2022
Q3 		$814K Buy
7,950
+2,200
+38% +$248K 0.38% 59
2022
Q2 		$661K Buy
5,750
+3,000
+109% +$353K 0.27% 72
2022
Q1 		$363K Sell
2,750
-1,450
-35% -$200K 0.13% 106
2021
Q4 		$622K Sell
4,200
-1,050
-20% -$155K 0.2% 85
2021
Q3 		$758K Sell
5,250
-1,450
-22% -$215K 0.25% 73
2021
Q2 		$967K Buy
6,700
+3,405
+103% +$475K 0.33% 59
2021
Q1 		$446K Buy
3,295
+3,185
+2,895% +$462K 0.17% 88
2020
Q4 		$17K Hold
110
– – 0.01% 320
2020
Q3 		$18K Hold
110
– – 0.01% 276
2020
Q2 		$18K Buy
+110
New +$18.1K 0.01% 271
2016
Q4 		– Sell
-898
Closed -$123K – 267
2016
Q3 		$123K Hold
898
– – 0.05% 143
2016
Q2 		$125K Buy
+898
New +$118K 0.05% 141

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clean Yield Group's TLT Position: Q2 2026 in Review

Clean Yield Group held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2026 at 440 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #260.

Clean Yield Group first reported a position in TLT in Q2 2016 and has held it in 27 quarters since. The position peaked at $967K in Q2 2021. 1,046 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Clean Yield Group held 440 shares of iShares 20+ Year Treasury Bond ETF worth $38K as of Q2 2026.
  • Clean Yield Group left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 20+ Year Treasury Bond ETF made up 0.01% of Clean Yield Group's portfolio in Q2 2026, its #260 holding.
  • Clean Yield Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2016 and has held it in 27 quarters since.
  • Clean Yield Group's iShares 20+ Year Treasury Bond ETF position peaked at $967K in Q2 2021.
  • 1,046 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.