Glassman Wealth Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Glassman Wealth Services’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	$23.8K	Buy	+275	New	+$23.6K	﹤0.01%	174
2024 Q1	–	Sell	-2,179	Closed	-$215K	–	1656
2023 Q4	$215K	Hold	2,179	–	–	0.03%	177
2023 Q3	$193K	Buy	2,179 +301	+16%	+$28.9K	0.03%	173
2023 Q2	$193K	Buy	+1,878	New	+$195K	0.03%	176
2023 Q1	–	Sell	-1,001	Closed	-$99.7K	–	1987
2022 Q4	$99.7K	Sell	1,001 -915	-48%	-$92.2K	0.02%	272
2022 Q3	$196K	Sell	1,916 -28	-1%	-$3.15K	0.04%	156
2022 Q2	$223K	Buy	+1,944	New	+$229K	0.05%	140
2019 Q3	–	Sell	-82	Closed	-$11K	–	1368
2019 Q2	$11K	Buy	+82	New	+$10.4K	﹤0.01%	448

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

Glassman Wealth Services's TLT Position: Q2 2026 in Review

Glassman Wealth Services opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 275 shares worth $23.8K. The stake represents ﹤0.01% of the portfolio and ranks #174 among its holdings. This is a return to the name: Glassman Wealth Services previously reported a position in TLT as recently as Q4 2023.

Glassman Wealth Services first reported a position in TLT in Q2 2019 and has held it in 8 quarters since. The position peaked at $223K in Q2 2022. 1,049 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Glassman Wealth Services held 275 shares of iShares 20+ Year Treasury Bond ETF worth $23.8K as of Q2 2026.
iShares 20+ Year Treasury Bond ETF was a new Glassman Wealth Services position in Q2 2026.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Glassman Wealth Services's portfolio in Q2 2026, its #174 holding.
Glassman Wealth Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2019 and has held it in 8 quarters since.
Glassman Wealth Services's iShares 20+ Year Treasury Bond ETF position peaked at $223K in Q2 2022.
1,049 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.