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

Estate Counselors’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 		– Sell
-70,250
Closed -$6.09M – 114
2026
Q1 		$6.09M Buy
70,250
+65,825
+1,488% +$5.79M 0.54% 24
2025
Q4 		$386K Sell
4,425
-2,015
-31% -$180K 0.03% 79
2025
Q3 		$576K Hold
6,440
– – 0.05% 74
2025
Q2 		$568K Buy
+6,440
New +$562K 0.06% 67
2025
Q1 		– Sell
-12,120
Closed -$1.06M – 120
2024
Q4 		$1.06M Sell
12,120
-145,164
-92% -$13.4M 0.11% 75
2024
Q3 		$15.4M Buy
+157,284
New +$15.2M 1.6% 7
2024
Q2 		– Sell
-5,275
Closed -$499K – 125
2024
Q1 		$499K Buy
+5,275
New +$499K 0.06% 97
2022
Q1 		– Sell
-73,190
Closed -$10.8M – 175
2021
Q4 		$10.8M Sell
73,190
-77,590
-51% -$11.4M 1.32% 24
2021
Q3 		$21.8M Buy
+150,780
New +$22.4M 2.72% 6
2019
Q4 		– Sell
-16,870
Closed -$2.41M – 78
2019
Q3 		$2.41M Buy
16,870
+10,100
+149% +$1.4M 0.37% 55
2019
Q2 		$899K Buy
+6,770
New +$860K 0.14% 59

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

Estate Counselors's TLT Position: Q2 2026 in Review

Estate Counselors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 70,250 shares — an estimated $6.09M sold.

Estate Counselors first reported a position in TLT in Q2 2019 and held it in 11 quarters. The position peaked at $21.8M in Q3 2021. 1,045 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Estate Counselors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Estate Counselors sold 70,250 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $6.09M.
  • Estate Counselors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2019 and held it in 11 quarters.
  • Estate Counselors's iShares 20+ Year Treasury Bond ETF position peaked at $21.8M in Q3 2021.
  • 1,045 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

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