GLOBALT Investments’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

GLOBALT Investments’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	$4.81M	Sell	55,680 -1,325	-2%	-$114K	0.16%	76
2026 Q1	$4.94M	Sell	57,005 -27,414	-32%	-$2.41M	0.18%	68
2025 Q4	$7.36M	Buy	84,419 +30,544	+57%	+$2.73M	0.27%	52
2025 Q3	$4.81M	Sell	53,875 -4,350	-7%	-$380K	0.18%	83
2025 Q2	$5.14M	Sell	58,225 -7,850	-12%	-$684K	0.2%	69
2025 Q1	$6.01M	Sell	66,075 -8,360	-11%	-$744K	0.25%	59
2024 Q4	$6.5M	Sell	74,435 -3,465	-4%	-$319K	0.25%	54
2024 Q3	$7.64M	Sell	77,900 -2,200	-3%	-$212K	0.29%	40
2024 Q2	$7.35M	Buy	80,100 +15,825	+25%	+$1.44M	0.29%	44
2024 Q1	$6.08M	Sell	64,275 -1,950	-3%	-$184K	0.24%	61
2023 Q4	$6.55M	Buy	+66,225	New	+$5.98M	0.27%	49

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

GLOBALT Investments's TLT Position: Q2 2026 in Review

GLOBALT Investments reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 2.3% in Q2 2026, selling an estimated $114K and leaving 55,680 shares worth $4.81M. The position accounts for 0.16% of the portfolio, ranked #76.

GLOBALT Investments first reported a position in TLT in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.64M in Q3 2024. 1,041 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

GLOBALT Investments held 55,680 shares of iShares 20+ Year Treasury Bond ETF worth $4.81M as of Q2 2026.
GLOBALT Investments sold 1,325 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $114K.
iShares 20+ Year Treasury Bond ETF made up 0.16% of GLOBALT Investments's portfolio in Q2 2026, its #76 holding.
GLOBALT Investments first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
GLOBALT Investments's iShares 20+ Year Treasury Bond ETF position peaked at $7.64M in Q3 2024.
1,041 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.