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

Diversify 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	$1.64M	Sell	19,529 -32,335	-62%	-$2.78M	0.03%	481
2026 Q1	$4.44M	Buy	51,864 +38,205	+280%	+$3.36M	0.08%	221
2025 Q4	$1.2M	Buy	13,659 +8,705	+176%	+$778K	0.06%	287
2025 Q3	$445K	Buy	+4,954	New	+$433K	0.03%	401
2025 Q2	–	Sell	-6,404	Closed	-$578K	–	552
2025 Q1	$578K	Buy	6,404 +1,817	+40%	+$162K	0.04%	332
2024 Q4	$392K	Sell	4,587 -7,290	-61%	-$671K	0.03%	387
2024 Q3	$1.09M	Sell	11,877 -509	-4%	-$49.1K	0.11%	187
2024 Q2	$1.22M	Buy	+12,386	New	+$1.13M	0.15%	139

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

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

Diversify Wealth Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 62% in Q2 2026, selling an estimated $2.78M and leaving 19,529 shares worth $1.64M. The position accounts for 0.03% of the portfolio, ranked #481.

Diversify Wealth Management first reported a position in TLT in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.44M in Q1 2026. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Diversify Wealth Management held 19,529 shares of iShares 20+ Year Treasury Bond ETF worth $1.64M as of Q2 2026.
Diversify Wealth Management sold 32,335 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $2.78M.
iShares 20+ Year Treasury Bond ETF made up 0.03% of Diversify Wealth Management's portfolio in Q2 2026, its #481 holding.
Diversify Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
Diversify Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $4.44M in Q1 2026.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.