Harvest Portfolios Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Harvest Portfolios Group’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	$216M	Sell	2,503,691 -240,610	-9%	-$20.7M	3.05%	7
2026 Q1	$238M	Sell	2,744,301 -375,715	-12%	-$33M	3.93%	4
2025 Q4	$272M	Sell	3,120,016 -415,371	-12%	-$37.1M	4.73%	2
2025 Q3	$316M	Buy	3,535,387 +33,088	+0.9%	+$2.89M	5.83%	2
2025 Q2	$309M	Sell	3,502,299 -136,384	-4%	-$11.9M	7.19%	1
2025 Q1	$331M	Buy	3,638,683 +599,149	+20%	+$53.3M	9.78%	1
2024 Q4	$265M	Buy	3,039,534 +285,825	+10%	+$26.3M	8.85%	1
2024 Q3	$270M	Buy	2,753,709 +683,915	+33%	+$66M	8.96%	1
2024 Q2	$190M	Buy	2,069,794 +608,087	+42%	+$55.4M	7.26%	1
2024 Q1	$138M	Buy	1,461,707 +673,084	+85%	+$63.7M	5.4%	1
2023 Q4	$78M	Buy	788,623 +734,038	+1,345%	+$66.3M	3.31%	1
2023 Q3	$4.84M	Buy	+54,585	New	+$5.25M	0.23%	67

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

Harvest Portfolios Group's TLT Position: Q2 2026 in Review

Harvest Portfolios Group reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 8.8% in Q2 2026, selling an estimated $20.7M and leaving 2,503,691 shares worth $216M. The position accounts for 3.05% of the portfolio, ranked #7.

Harvest Portfolios Group first reported a position in TLT in Q3 2023 and has held it in 12 quarters since. The position peaked at $331M in Q1 2025. 1,048 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Harvest Portfolios Group held 2,503,691 shares of iShares 20+ Year Treasury Bond ETF worth $216M as of Q2 2026.
Harvest Portfolios Group sold 240,610 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $20.7M.
iShares 20+ Year Treasury Bond ETF made up 3.05% of Harvest Portfolios Group's portfolio in Q2 2026, its #7 holding.
Harvest Portfolios Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Harvest Portfolios Group's iShares 20+ Year Treasury Bond ETF position peaked at $331M in Q1 2025.
1,048 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Harvest Portfolios Group's 13F filing for Q2 2026, filed 13 Aug 2026.