GKWIM
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Gerber Kawasaki Wealth & Investment Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Gerber Kawasaki Wealth & Investment 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 		$1.34M Sell
15,547
-4,600
-23% -$395K 0.04% 152
2026
Q1 		$1.75M Sell
20,147
-4,883
-20% -$429K 0.06% 125
2025
Q4 		$2.18M Sell
25,030
-5,427
-18% -$485K 0.08% 114
2025
Q3 		$2.72M Sell
30,457
-4,243
-12% -$371K 0.09% 101
2025
Q2 		$3.06M Sell
34,700
-4,738
-12% -$413K 0.12% 94
2025
Q1 		$3.59M Sell
39,438
-919
-2% -$81.8K 0.16% 81
2024
Q4 		$3.52M Sell
40,357
-10,882
-21% -$1M 0.15% 82
2024
Q3 		$5.03M Buy
51,239
+3,983
+8% +$384K 0.23% 72
2024
Q2 		$4.34M Buy
47,256
+5,600
+13% +$510K 0.22% 74
2024
Q1 		$3.94M Buy
41,656
+20,439
+96% +$1.93M 0.21% 73
2023
Q4 		$2.1M Buy
21,217
+17,755
+513% +$1.6M 0.13% 91
2023
Q3 		$307K Buy
3,462
+199
+6% +$19.1K 0.02% 197
2023
Q2 		$336K Buy
3,263
+30
+0.9% +$3.11K 0.02% 190
2023
Q1 		$344K Sell
3,233
-3,002
-48% -$314K 0.03% 186
2022
Q4 		$621K Buy
+6,235
New +$628K 0.06% 153
2021
Q4 		– Sell
-3
Closed -$3K – 1023
2021
Q3 		$3K Buy
+3
New +$445 ﹤0.01% 857

Other funds holding TLT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's TLT Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 23% in Q2 2026, selling an estimated $395K and leaving 15,547 shares worth $1.34M. The position accounts for 0.04% of the portfolio, ranked #152.

Gerber Kawasaki Wealth & Investment Management first reported a position in TLT in Q3 2021 and has held it in 16 quarters since. The position peaked at $5.03M in Q3 2024. 735 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 15,547 shares of iShares 20+ Year Treasury Bond ETF worth $1.34M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 4,600 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $395K.
  • iShares 20+ Year Treasury Bond ETF made up 0.04% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #152 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2021 and has held it in 16 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's iShares 20+ Year Treasury Bond ETF position peaked at $5.03M in Q3 2024.
  • 735 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.