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

GK 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 Q3	$108K	Sell	1,392 -1,485	-52%	-$122K	0.06%	280
2026 Q2	$249K	Buy	+2,877	New	+$247K	0.13%	184
2026 Q1	–	Sell	-5,882	Closed	-$513K	–	191
2025 Q4	$513K	Buy	5,882 +259	+5%	+$23.2K	0.34%	73
2025 Q3	$503K	Buy	5,623 +2,886	+105%	+$252K	0.37%	69
2025 Q2	$241K	Sell	2,737 -2,838	-51%	-$247K	0.22%	118
2025 Q1	$508K	Buy	+5,575	New	+$496K	0.58%	46

Other funds holding TLT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Vision Financial Markets Stamford, Connecticut $131M AUM 8.71% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

GK Wealth Management's TLT Position: Q3 2026 in Review

GK Wealth Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 52% in Q3 2026, selling an estimated $122K and leaving 1,392 shares worth $108K. The position accounts for 0.06% of the portfolio, ranked #280.

GK Wealth Management first reported a position in TLT in Q1 2025 and has held it in 6 quarters since. The position peaked at $513K in Q4 2025. 254 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

GK Wealth Management held 1,392 shares of iShares 20+ Year Treasury Bond ETF worth $108K as of Q3 2026.
GK Wealth Management sold 1,485 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $122K.
iShares 20+ Year Treasury Bond ETF made up 0.06% of GK Wealth Management's portfolio in Q3 2026, its #280 holding.
GK Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
GK Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $513K in Q4 2025.
254 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on GK Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.