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

Evoke Wealth’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
-1,500
Closed -$130K – 571
2026
Q1 		$130K Buy
+1,500
New +$132K ﹤0.01% 689
2025
Q4 		– Sell
-1,300
Closed -$116K – 730
2025
Q3 		$116K Buy
+1,300
New +$114K ﹤0.01% 634

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

Evoke Wealth's TLT Position: Q2 2026 in Review

Evoke Wealth sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 102,108 shares — an estimated $8.85M sold.

Evoke Wealth first reported a position in TLT in Q2 2020 and held it in 15 quarters. The position peaked at $32.1M in Q1 2024. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Evoke Wealth reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 102,108 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $8.85M.
  • Evoke Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2020 and held it in 15 quarters.
  • Evoke Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $32.1M in Q1 2024.
  • 1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.