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

Golden State 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 		$254K Sell
2,934
-351
-11% -$30.1K 0.02% 383
2026
Q1 		$285K Sell
3,285
-21
-0.6% -$1.85K 0.03% 333
2025
Q4 		$288K Buy
3,306
+292
+10% +$26.1K 0.03% 330
2025
Q3 		$269K Sell
3,014
-1,237
-29% -$108K 0.03% 331
2025
Q2 		$375K Sell
4,251
-2,108
-33% -$184K 0.05% 283
2025
Q1 		$579K Buy
6,359
+307
+5% +$27.3K 0.09% 184
2024
Q4 		$529K Buy
+6,052
New +$557K 0.08% 191
2022
Q1 		$521K Buy
3,942
+416
+12% +$57.4K 0.1% 169
2021
Q4 		$522K Sell
3,526
-13
-0.4% -$1.92K 0.09% 198
2021
Q3 		$511K Buy
3,539
+132
+4% +$19.6K 0.11% 157
2021
Q2 		$492K Sell
3,407
-66
-2% -$9.21K 0.11% 163
2021
Q1 		$470K Sell
3,473
-225
-6% -$32.6K 0.16% 103
2020
Q4 		$583K Buy
3,698
+747
+25% +$119K 0.17% 112
2020
Q3 		$482K Buy
+2,951
New +$489K 0.16% 102
2020
Q2 		– Sell
-739
Closed -$122K – 837
2020
Q1 		$122K Buy
+739
New +$110K 0.05% 224
2019
Q4 		– Sell
-1,136
Closed -$163K – 848
2019
Q3 		$163K Buy
1,136
+552
+95% +$76.7K 0.05% 230
2019
Q2 		$77K Buy
+584
New +$74.2K 0.02% 374

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Golden State Wealth Management's TLT Position: Q2 2026 in Review

Golden State Wealth Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 11% in Q2 2026, selling an estimated $30.1K and leaving 2,934 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #383.

Golden State Wealth Management first reported a position in TLT in Q2 2019 and has held it in 17 quarters since. The position peaked at $583K in Q4 2020. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Golden State Wealth Management held 2,934 shares of iShares 20+ Year Treasury Bond ETF worth $254K as of Q2 2026.
  • Golden State Wealth Management sold 351 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $30.1K.
  • iShares 20+ Year Treasury Bond ETF made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #383 holding.
  • Golden State Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2019 and has held it in 17 quarters since.
  • Golden State Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $583K in Q4 2020.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.