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Greykasell Wealth Strategies’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Greykasell Wealth Strategies’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 		– Sell
-308
Closed -$26.7K – 550
2026
Q1 		$26.7K Buy
308
+2
+0.7% +$176 0.01% 303
2025
Q4 		$26.6K Buy
306
+5
+2% +$447 0.01% 285
2025
Q3 		$26.9K Buy
+301
New +$26.3K 0.01% 243

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

Greykasell Wealth Strategies's TLT Position: Q2 2026 in Review

Greykasell Wealth Strategies sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 308 shares — an estimated $26.7K sold.

Greykasell Wealth Strategies first reported a position in TLT in Q3 2025 and held it in 3 quarters. The position peaked at $26.9K in Q3 2025. 1,049 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Greykasell Wealth Strategies reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Greykasell Wealth Strategies sold 308 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $26.7K.
  • Greykasell Wealth Strategies first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2025 and held it in 3 quarters.
  • Greykasell Wealth Strategies's iShares 20+ Year Treasury Bond ETF position peaked at $26.9K in Q3 2025.
  • 1,049 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.