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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
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

FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return

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

GK Wealth Management opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 2,877 shares worth $249K. The stake represents 0.13% of the portfolio and ranks #184 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in TLT as recently as Q4 2025.

GK Wealth Management first reported a position in TLT in Q1 2025 and has held it in 5 quarters since. The position peaked at $513K in Q4 2025. 156 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • GK Wealth Management held 2,877 shares of iShares 20+ Year Treasury Bond ETF worth $249K as of Q2 2026.
  • iShares 20+ Year Treasury Bond ETF was a new GK Wealth Management position in Q2 2026.
  • iShares 20+ Year Treasury Bond ETF made up 0.13% of GK Wealth Management's portfolio in Q2 2026, its #184 holding.
  • GK Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • GK Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $513K in Q4 2025.
  • 156 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.