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

GeoWealth 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	$3.15M	Buy	36,501 +14,832	+68%	+$1.27M	0.1%	130
2026 Q1	$1.88M	Sell	21,669 -28,292	-57%	-$2.49M	0.07%	166
2025 Q4	$4.35M	Buy	49,961 +2,815	+6%	+$252K	0.16%	85
2025 Q3	$4.21M	Buy	47,146 +8,633	+22%	+$755K	0.15%	85
2025 Q2	$3.4M	Sell	38,513 -5,053	-12%	-$441K	0.13%	92
2025 Q1	$3.97M	Buy	43,566 +33,984	+355%	+$3.03M	0.16%	84
2024 Q4	$837K	Sell	9,582 -34,457	-78%	-$3.17M	0.03%	335
2024 Q3	$4.32M	Buy	44,039 +6,339	+17%	+$611K	0.15%	111
2024 Q2	$3.46M	Sell	37,700 -18,358	-33%	-$1.67M	0.15%	99
2024 Q1	$5.3M	Sell	56,058 -51,467	-48%	-$4.87M	0.21%	87
2023 Q4	$10.6M	Buy	107,525 +56,061	+109%	+$5.07M	0.88%	29
2023 Q3	$4.57M	Sell	51,464 -16,094	-24%	-$1.55M	0.52%	54
2023 Q2	$6.95M	Buy	67,558 +16,714	+33%	+$1.73M	0.75%	25
2023 Q1	$5.41M	Sell	50,844 -3,661	-7%	-$383K	0.63%	33
2022 Q4	$5.42M	Sell	54,505 -6,902	-11%	-$695K	0.57%	36
2022 Q3	$6.29M	Buy	61,407 +31,439	+105%	+$3.54M	0.69%	27
2022 Q2	$3.44M	Buy	29,968 +16,243	+118%	+$1.91M	0.46%	56
2022 Q1	$1.81M	Buy	13,725 +1,662	+14%	+$229K	0.16%	102
2021 Q4	$1.79M	Buy	12,063 +1,316	+12%	+$194K	0.15%	107
2021 Q3	$1.55M	Sell	10,747 -3,218	-23%	-$478K	0.13%	132
2021 Q2	$2.02M	Sell	13,965 -575	-4%	-$80.2K	0.25%	78
2021 Q1	$1.97M	Sell	14,540 -37,341	-72%	-$5.41M	0.31%	65
2020 Q4	$8.18M	Buy	51,881 +48,545	+1,455%	+$7.71M	1.31%	17
2020 Q3	$541K	Sell	3,336 -396	-11%	-$65.7K	0.16%	96
2020 Q2	$612K	Buy	+3,732	New	+$614K	0.25%	84
2019 Q4	–	Sell	-8,295	Closed	-$1.19M	–	208
2019 Q3	$1.19M	Buy	+8,295	New	+$1.15M	0.27%	57

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

GeoWealth Management's TLT Position: Q2 2026 in Review

GeoWealth Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 68% in Q2 2026, buying an estimated $1.27M and bringing the position to 36,501 shares worth $3.15M. The position accounts for 0.1% of the portfolio, ranked #130.

GeoWealth Management first reported a position in TLT in Q3 2019 and has held it in 26 quarters since. The position peaked at $10.6M in Q4 2023. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

GeoWealth Management held 36,501 shares of iShares 20+ Year Treasury Bond ETF worth $3.15M as of Q2 2026.
GeoWealth Management bought 14,832 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $1.27M.
iShares 20+ Year Treasury Bond ETF made up 0.1% of GeoWealth Management's portfolio in Q2 2026, its #130 holding.
GeoWealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2019 and has held it in 26 quarters since.
GeoWealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $10.6M in Q4 2023.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.