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

DKM 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	$2.39M	Sell	27,703 -2,729	-9%	-$234K	1.57%	16
2026 Q1	$2.64M	Buy	30,432 +15,462	+103%	+$1.36M	1.9%	15
2025 Q4	$1.3M	Sell	14,970 -7,592	-34%	-$679K	0.97%	17
2025 Q3	$2.02M	Sell	22,562 -15,293	-40%	-$1.34M	1.62%	14
2025 Q2	$3.34M	Buy	37,855 +20,776	+122%	+$1.81M	2.88%	11
2025 Q1	$1.55M	Sell	17,079 -5,430	-24%	-$483K	1.51%	15
2024 Q4	$1.97M	Buy	+22,509	New	+$2.07M	1.86%	12

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

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

DKM Wealth Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 9% in Q2 2026, selling an estimated $234K and leaving 27,703 shares worth $2.39M. The position accounts for 1.57% of the portfolio, ranked #16.

DKM Wealth Management first reported a position in TLT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.34M in Q2 2025. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

DKM Wealth Management held 27,703 shares of iShares 20+ Year Treasury Bond ETF worth $2.39M as of Q2 2026.
DKM Wealth Management sold 2,729 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $234K.
iShares 20+ Year Treasury Bond ETF made up 1.57% of DKM Wealth Management's portfolio in Q2 2026, its #16 holding.
DKM Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
DKM Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $3.34M in Q2 2025.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

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