GSWM
TLT icon

Greenup Street Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Greenup Street 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 		$13.9M Buy
161,137
+20,670
+15% +$1.77M 1.69% 12
2026
Q1 		$12.2M Buy
140,467
+5,048
+4% +$444K 1.71% 13
2025
Q4 		$11.8M Sell
135,419
-15,531
-10% -$1.39M 1.7% 10
2025
Q3 		$13.5M Sell
150,950
-9,098
-6% -$796K 2.07% 9
2025
Q2 		$14.1M Sell
160,048
-6,190
-4% -$540K 2.46% 10
2025
Q1 		$15.1M Buy
166,238
+27,557
+20% +$2.45M 3% 9
2024
Q4 		$12.1M Buy
138,681
+81,143
+141% +$7.47M 2.41% 10
2024
Q3 		$5.64M Buy
57,538
+878
+2% +$84.7K 1.17% 20
2024
Q2 		$5.2M Sell
56,660
-60,381
-52% -$5.5M 1.22% 17
2024
Q1 		$11.1M Sell
117,041
-13,400
-10% -$1.27M 2.78% 8
2023
Q4 		$12.9M Buy
130,441
+6,797
+5% +$614K 3.59% 8
2023
Q3 		$11M Buy
123,644
+41,953
+51% +$4.03M 3.58% 8
2023
Q2 		$8.41M Buy
81,691
+24,475
+43% +$2.54M 2.3% 11
2023
Q1 		$6.09M Buy
57,216
+9,121
+19% +$954K 2.14% 11
2022
Q4 		$4.79M Buy
48,095
+2,340
+5% +$236K 2% 12
2022
Q3 		$4.69M Buy
45,755
+13,153
+40% +$1.48M 2.11% 13
2022
Q2 		$3.75M Buy
32,602
+16,225
+99% +$1.91M 1.76% 19
2022
Q1 		$2.16M Buy
16,377
+1,415
+9% +$195K 1.19% 26
2021
Q4 		$2.22M Buy
+14,962
New +$2.21M 1.3% 24

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

Greenup Street Wealth Management's TLT Position: Q2 2026 in Review

Greenup Street Wealth Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 15% in Q2 2026, buying an estimated $1.77M and bringing the position to 161,137 shares worth $13.9M. The position accounts for 1.69% of the portfolio, ranked #12.

Greenup Street Wealth Management first reported a position in TLT in Q4 2021 and has held it in 19 quarters since. The position peaked at $15.1M in Q1 2025. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Greenup Street Wealth Management held 161,137 shares of iShares 20+ Year Treasury Bond ETF worth $13.9M as of Q2 2026.
  • Greenup Street Wealth Management bought 20,670 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $1.77M.
  • iShares 20+ Year Treasury Bond ETF made up 1.69% of Greenup Street Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Greenup Street Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Greenup Street Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $15.1M in Q1 2025.
  • 1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Greenup Street Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.