GenWealth Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

GenWealth Group’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	–	Sell	-577,770	Closed	-$50.1M	–	98
2026 Q1	$50.1M	Buy	+577,770	New	+$50.8M	8.57%	4
2025 Q2	–	Sell	-646,612	Closed	-$58.9M	–	77
2025 Q1	$58.9M	Buy	+646,612	New	+$57.6M	12.98%	1
2023 Q2	–	Sell	-125,235	Closed	-$13.3M	–	73
2023 Q1	$13.3M	Buy	+125,235	New	+$13.1M	4.08%	10
2019 Q1	–	Sell	-90,637	Closed	-$11M	–	64
2018 Q4	$11M	Buy	+90,637	New	+$10.5M	5.48%	7
2018 Q2	–	Sell	-265,755	Closed	-$32.4M	–	64
2018 Q1	$32.4M	Buy	+265,755	New	+$32.1M	16.65%	1

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

GenWealth Group's TLT Position: Q2 2026 in Review

GenWealth Group sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 577,770 shares — an estimated $50.1M sold.

GenWealth Group first reported a position in TLT in Q1 2018 and held it in 5 quarters. The position peaked at $58.9M in Q1 2025. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

GenWealth Group reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
GenWealth Group sold 577,770 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $50.1M.
GenWealth Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2018 and held it in 5 quarters.
GenWealth Group's iShares 20+ Year Treasury Bond ETF position peaked at $58.9M in Q1 2025.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on GenWealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.