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

Covestor’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	$1K	Hold	8	–	–	﹤0.01%	2347
2026 Q1	$1K	Buy	8 +3	+60%	+$264	﹤0.01%	2151
2025 Q4	$0	Hold	5	–	–	﹤0.01%	2736
2025 Q3	$0	Sell	5 -650	-99%	-$56.9K	﹤0.01%	2771
2025 Q2	$57K	Buy	655 +650	+13,000%	+$56.7K	0.03%	843
2025 Q1	$0	Sell	5 -1,170	-100%	-$104K	﹤0.01%	2727
2024 Q4	$102K	Buy	+1,175	New	+$108K	0.06%	513
2024 Q2	–	Sell	-26	Closed	-$2.37K	–	2755
2024 Q1	$0	Buy	+26	New	+$2.46K	﹤0.01%	2736
2022 Q3	–	Sell	-3,373	Closed	-$388K	–	2604
2022 Q2	$388K	Buy	3,373 +158	+5%	+$18.6K	0.31%	33
2022 Q1	$425K	Buy	3,215 +3,160	+5,745%	+$436K	0.28%	32
2021 Q4	$8K	Buy	+55	New	+$8.11K	0.01%	1119

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

Covestor's TLT Position: Q2 2026 in Review

Covestor held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2026 at 8 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2347.

Covestor first reported a position in TLT in Q4 2021 and has held it in 11 quarters since. The position peaked at $425K in Q1 2022. 1,041 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Covestor held 8 shares of iShares 20+ Year Treasury Bond ETF worth $1K as of Q2 2026.
Covestor 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 Covestor's portfolio in Q2 2026, its #2347 holding.
Covestor first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and has held it in 11 quarters since.
Covestor's iShares 20+ Year Treasury Bond ETF position peaked at $425K in Q1 2022.
1,041 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.