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

GDS 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	$1.05M	Sell	12,140 -836	-6%	-$71.8K	0.05%	95
2026 Q1	$1.12M	Buy	12,976 +3	+0%	+$264	0.07%	84
2025 Q4	$1.13M	Sell	12,973 -1,176	-8%	-$105K	0.07%	90
2025 Q3	$1.26M	Sell	14,149 -680	-5%	-$59.5K	0.08%	90
2025 Q2	$1.31M	Sell	14,829 -4,254	-22%	-$371K	0.1%	89
2025 Q1	$1.74M	Sell	19,083 -10,832	-36%	-$964K	0.15%	82
2024 Q4	$2.61M	Sell	29,915 -14,536	-33%	-$1.34M	0.24%	70
2024 Q3	$4.36M	Sell	44,451 -19,729	-31%	-$1.9M	0.42%	48
2024 Q2	$5.89M	Sell	64,180 -59,547	-48%	-$5.43M	0.65%	55
2024 Q1	$11.7M	Buy	123,727 +38,069	+44%	+$3.6M	1.37%	36
2023 Q4	$8.47M	Buy	+85,658	New	+$7.74M	1.14%	40

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

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

GDS Wealth Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 6.4% in Q2 2026, selling an estimated $71.8K and leaving 12,140 shares worth $1.05M. The position accounts for 0.05% of the portfolio, ranked #95.

GDS Wealth Management first reported a position in TLT in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.7M in Q1 2024. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

GDS Wealth Management held 12,140 shares of iShares 20+ Year Treasury Bond ETF worth $1.05M as of Q2 2026.
GDS Wealth Management sold 836 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $71.8K.
iShares 20+ Year Treasury Bond ETF made up 0.05% of GDS Wealth Management's portfolio in Q2 2026, its #95 holding.
GDS Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
GDS Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $11.7M in Q1 2024.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.