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

Evolution 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 		$66.7K Sell
772
-3
-0.4% -$258 0.04% 265
2026
Q1 		$67.2K Sell
775
-11
-1% -$967 0.05% 224
2025
Q4 		$68.5K Buy
786
+667
+561% +$59.6K 0.06% 208
2025
Q3 		$10.6K Sell
119
-123
-51% -$10.8K 0.01% 367
2025
Q2 		$21.4K Buy
+242
New +$21.1K 0.03% 272

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

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

Evolution Wealth Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.39% in Q2 2026, selling an estimated $258 and leaving 772 shares worth $66.7K. The position accounts for 0.04% of the portfolio, ranked #265.

Evolution Wealth Management first reported a position in TLT in Q2 2025 and has held it in 5 quarters since. The position peaked at $68.5K in Q4 2025. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Evolution Wealth Management held 772 shares of iShares 20+ Year Treasury Bond ETF worth $66.7K as of Q2 2026.
  • Evolution Wealth Management sold 3 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $258.
  • iShares 20+ Year Treasury Bond ETF made up 0.04% of Evolution Wealth Management's portfolio in Q2 2026, its #265 holding.
  • Evolution Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $68.5K in Q4 2025.
  • 1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.