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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Evoke Wealth's TLT Position: Q1 2026 in Review

Evoke Wealth reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 22% in Q1 2026, selling an estimated $2.47M and leaving 102,108 shares worth $8.85M. The position accounts for 0.16% of the portfolio, ranked #61.

Evoke Wealth first reported a position in TLT in Q2 2020 and has held it in 15 quarters since. The position peaked at $32.1M in Q1 2024. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Evoke Wealth held 102,108 shares of iShares 20+ Year Treasury Bond ETF worth $8.85M as of Q1 2026.
  • Evoke Wealth sold 28,147 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $2.47M.
  • iShares 20+ Year Treasury Bond ETF made up 0.16% of Evoke Wealth's portfolio in Q1 2026, its #61 holding.
  • Evoke Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2020 and has held it in 15 quarters since.
  • Evoke Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $32.1M in Q1 2024.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.