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

GC Wealth Management RIA’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	$2.76M	Buy	+31,889	New	+$2.74M	0.16%	120
2026 Q1	–	Sell	-25,805	Closed	-$2.25M	–	556
2025 Q4	$2.25M	Sell	25,805 -1,279	-5%	-$114K	0.08%	151
2025 Q3	$2.42M	Sell	27,084 -667	-2%	-$58.3K	0.08%	190
2025 Q2	$2.45M	Buy	27,751 +2,314	+9%	+$202K	0.2%	112
2025 Q1	$2.32M	Buy	+25,437	New	+$2.26M	0.43%	61
2024 Q4	–	Sell	-15,991	Closed	-$1.57M	–	317
2024 Q3	$1.57M	Buy	+15,991	New	+$1.54M	0.27%	77

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

GC Wealth Management RIA's TLT Position: Q2 2026 in Review

GC Wealth Management RIA opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 31,889 shares worth $2.76M. The stake represents 0.16% of the portfolio and ranks #120 among its holdings. This is a return to the name: GC Wealth Management RIA previously reported a position in TLT as recently as Q4 2025.

GC Wealth Management RIA first reported a position in TLT in Q3 2024 and has held it in 6 quarters since. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

GC Wealth Management RIA held 31,889 shares of iShares 20+ Year Treasury Bond ETF worth $2.76M as of Q2 2026.
iShares 20+ Year Treasury Bond ETF was a new GC Wealth Management RIA position in Q2 2026.
iShares 20+ Year Treasury Bond ETF made up 0.16% of GC Wealth Management RIA's portfolio in Q2 2026, its #120 holding.
GC Wealth Management RIA first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2024 and has held it in 6 quarters since.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.