Garden State Investment Advisory Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Garden State Investment Advisory Services’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	$745K	Sell	8,617 -7,402	-46%	-$636K	0.13%	136
2026 Q1	$1.39M	Sell	16,019 -1,609	-9%	-$141K	0.31%	74
2025 Q4	$1.54M	Sell	17,628 -3,091	-15%	-$276K	0.34%	64
2025 Q3	$1.85M	Sell	20,719 -1,156	-5%	-$101K	0.41%	59
2025 Q2	$1.94M	Sell	21,875 -422	-2%	-$36.8K	0.49%	54
2025 Q1	$2.03M	Buy	22,297 +14,166	+174%	+$1.26M	0.65%	45
2024 Q4	$713K	Sell	8,131 -4,871	-37%	-$448K	0.21%	88
2024 Q3	$1.28M	Sell	13,002 -1,420	-10%	-$137K	0.41%	54
2024 Q2	$1.33M	Sell	14,422 -934	-6%	-$85.1K	0.46%	47
2024 Q1	$1.45M	Buy	15,356 +1,647	+12%	+$156K	0.53%	44
2023 Q4	$1.36M	Buy	13,709 +4,452	+48%	+$402K	0.54%	42
2023 Q3	$821K	Buy	9,257 +5,827	+170%	+$560K	0.38%	59
2023 Q2	$353K	Buy	3,430 +1,216	+55%	+$126K	0.14%	121
2023 Q1	$236K	Buy	+2,214	New	+$232K	0.1%	164

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

Garden State Investment Advisory Services's TLT Position: Q2 2026 in Review

Garden State Investment Advisory Services reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 46% in Q2 2026, selling an estimated $636K and leaving 8,617 shares worth $745K. The position accounts for 0.13% of the portfolio, ranked #136.

Garden State Investment Advisory Services first reported a position in TLT in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.03M in Q1 2025. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Garden State Investment Advisory Services held 8,617 shares of iShares 20+ Year Treasury Bond ETF worth $745K as of Q2 2026.
Garden State Investment Advisory Services sold 7,402 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $636K.
iShares 20+ Year Treasury Bond ETF made up 0.13% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #136 holding.
Garden State Investment Advisory Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
Garden State Investment Advisory Services's iShares 20+ Year Treasury Bond ETF position peaked at $2.03M in Q1 2025.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.