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

EPG 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	$12.3K	Hold	142	–	–	﹤0.01%	274
2026 Q1	$12.3K	Hold	142	–	–	﹤0.01%	278
2025 Q4	$12.4K	Sell	142 -18	-11%	-$1.61K	﹤0.01%	270
2025 Q3	$14.3K	Hold	160	–	–	﹤0.01%	266
2025 Q2	$14.1K	Hold	160	–	–	﹤0.01%	260
2025 Q1	$14.6K	Hold	160	–	–	﹤0.01%	352
2024 Q4	$14K	Sell	160 -19	-11%	-$1.75K	﹤0.01%	360
2024 Q3	$17.6K	Buy	+179	New	+$17.3K	﹤0.01%	351
2024 Q2	–	Sell	-386	Closed	-$35.2K	–	313
2024 Q1	$36.5K	Buy	386 +234	+154%	+$22.1K	0.01%	329
2023 Q4	$14K	Hold	152	–	–	﹤0.01%	359
2023 Q3	$13.5K	Sell	152 -2,995	-95%	-$288K	﹤0.01%	354
2023 Q2	$324K	Sell	3,147 -677	-18%	-$70.2K	0.1%	184
2023 Q1	$407K	Buy	+3,824	New	+$400K	0.13%	157
2022 Q4	–	Sell	-419	Closed	-$43K	–	396
2022 Q3	$43K	Buy	+419	New	+$47.2K	0.02%	264
2022 Q2	–	Sell	-442	Closed	-$58K	–	381
2022 Q1	$58K	Buy	442 +1	+0.2%	+$138	0.02%	285
2021 Q4	$65K	Buy	441 +3	+0.7%	+$442	0.02%	278
2021 Q3	$63K	Buy	+438	New	+$65K	0.03%	262
2020 Q2	–	Sell	-896	Closed	-$147K	–	698
2020 Q1	$147K	Buy	896 +798	+814%	+$119K	0.11%	146
2019 Q4	$13K	Buy	+98	New	+$13.6K	0.01%	400

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

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

EPG Wealth Management held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2026 at 142 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

EPG Wealth Management first reported a position in TLT in Q4 2019 and has held it in 19 quarters since. The position peaked at $407K in Q1 2023. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

EPG Wealth Management held 142 shares of iShares 20+ Year Treasury Bond ETF worth $12.3K as of Q2 2026.
EPG Wealth Management 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 EPG Wealth Management's portfolio in Q2 2026, its #274 holding.
EPG Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and has held it in 19 quarters since.
EPG Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $407K in Q1 2023.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.