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

Granite Bay 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	$38.7M	Buy	448,018 +237,639	+113%	+$20.4M	3.57%	10
2026 Q1	$18.2M	Buy	210,379 +17,921	+9%	+$1.58M	3.88%	9
2025 Q4	$16.8M	Buy	192,458 +15,749	+9%	+$1.41M	4.04%	8
2025 Q3	$15.8M	Buy	176,709 +21,067	+14%	+$1.84M	4.11%	8
2025 Q2	$13.7M	Buy	155,642 +22,538	+17%	+$1.97M	4.41%	8
2025 Q1	$12.1M	Buy	133,104 +20,793	+19%	+$1.85M	4.21%	8
2024 Q4	$9.81M	Buy	+112,311	New	+$10.3M	3.63%	9

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

Granite Bay Wealth Management's TLT Position: Q2 2026 in Review

Granite Bay Wealth Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 113% in Q2 2026, buying an estimated $20.4M and bringing the position to 448,018 shares worth $38.7M. The position accounts for 3.57% of the portfolio, ranked #10.

Granite Bay Wealth Management first reported a position in TLT in Q4 2024 and has held it in 7 quarters since. 1,049 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Granite Bay Wealth Management held 448,018 shares of iShares 20+ Year Treasury Bond ETF worth $38.7M as of Q2 2026.
Granite Bay Wealth Management bought 237,639 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $20.4M.
iShares 20+ Year Treasury Bond ETF made up 3.57% of Granite Bay Wealth Management's portfolio in Q2 2026, its #10 holding.
Granite Bay Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,049 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Granite Bay Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.