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

Dakota 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 		$25.4M Buy
293,538
+56,975
+24% +$4.89M 0.48% 45
2026
Q1 		$20.5M Buy
236,563
+27,869
+13% +$2.45M 0.44% 57
2025
Q4 		$18.2M Buy
208,694
+63,448
+44% +$5.67M 0.32% 58
2025
Q3 		$13M Buy
145,246
+12,007
+9% +$1.05M 0.26% 74
2025
Q2 		$11.8M Buy
133,239
+35,894
+37% +$3.13M 0.25% 84
2025
Q1 		$8.86M Buy
+97,345
New +$8.67M 0.21% 100
2024
Q2 		– Sell
-2,370
Closed -$224K – 754
2024
Q1 		$224K Sell
2,370
-282
-11% -$26.7K 0.01% 644
2023
Q4 		$262K Sell
2,652
-1,578
-37% -$143K 0.01% 548
2023
Q3 		$375K Sell
4,230
-44,659
-91% -$4.29M 0.02% 462
2023
Q2 		$5.03M Buy
+48,889
New +$5.07M 0.24% 103
2022
Q4 		– Sell
-3,561
Closed -$365K – 630
2022
Q3 		$365K Sell
3,561
-25,332
-88% -$2.85M 0.03% 398
2022
Q2 		$3.32M Buy
28,893
+24,485
+555% +$2.88M 0.31% 95
2022
Q1 		$582K Buy
4,408
+1,358
+45% +$187K 0.05% 263
2021
Q4 		$452K Sell
3,050
-90
-3% -$13.3K 0.05% 250
2021
Q3 		$453K Buy
+3,140
New +$466K 0.05% 240
2020
Q1 		– Sell
-1,574
Closed -$213K – 320
2019
Q4 		$213K Buy
1,574
+58
+4% +$8.07K 0.03% 281
2019
Q3 		$217K Buy
+1,516
New +$211K 0.04% 276

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

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

Dakota Wealth Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 24% in Q2 2026, buying an estimated $4.89M and bringing the position to 293,538 shares worth $25.4M. The position accounts for 0.48% of the portfolio, ranked #45.

Dakota Wealth Management first reported a position in TLT in Q3 2019 and has held it in 17 quarters since. 1,041 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Dakota Wealth Management held 293,538 shares of iShares 20+ Year Treasury Bond ETF worth $25.4M as of Q2 2026.
  • Dakota Wealth Management bought 56,975 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $4.89M.
  • iShares 20+ Year Treasury Bond ETF made up 0.48% of Dakota Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Dakota Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2019 and has held it in 17 quarters since.
  • 1,041 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.