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

Gateway Wealth Partners’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	$647K	Sell	7,485 -13,411	-64%	-$1.15M	0.04%	412
2026 Q1	$1.81M	Buy	20,896 +17,746	+563%	+$1.56M	0.07%	267
2025 Q4	$275K	Buy	3,150 +305	+11%	+$27.3K	0.03%	385
2025 Q3	$254K	Buy	2,845 +4	+0.1%	+$350	0.03%	356
2025 Q2	$251K	Buy	+2,841	New	+$248K	0.05%	309
2025 Q1	–	Sell	-8,409	Closed	-$734K	–	329
2024 Q4	$734K	Buy	8,409 +1,699	+25%	+$156K	0.19%	120
2024 Q3	$658K	Sell	6,710 -2,351	-26%	-$227K	0.18%	123
2024 Q2	$832K	Buy	9,061 +625	+7%	+$57K	0.25%	95
2024 Q1	$798K	Sell	8,436 -997	-11%	-$94.3K	0.29%	81
2023 Q4	$933K	Buy	9,433 +1,438	+18%	+$130K	0.38%	70
2023 Q3	$709K	Buy	+7,995	New	+$768K	0.13%	103

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

Gateway Wealth Partners's TLT Position: Q2 2026 in Review

Gateway Wealth Partners reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 64% in Q2 2026, selling an estimated $1.15M and leaving 7,485 shares worth $647K. The position accounts for 0.04% of the portfolio, ranked #412.

Gateway Wealth Partners first reported a position in TLT in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.81M in Q1 2026. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Gateway Wealth Partners held 7,485 shares of iShares 20+ Year Treasury Bond ETF worth $647K as of Q2 2026.
Gateway Wealth Partners sold 13,411 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $1.15M.
iShares 20+ Year Treasury Bond ETF made up 0.04% of Gateway Wealth Partners's portfolio in Q2 2026, its #412 holding.
Gateway Wealth Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and has held it in 11 quarters since.
Gateway Wealth Partners's iShares 20+ Year Treasury Bond ETF position peaked at $1.81M in Q1 2026.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.