Howard Bailey Securities’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Howard Bailey Securities’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	$271K	Buy	3,139 +740	+31%	+$63.5K	0.1%	91
2026 Q1	$208K	Sell	2,399 -2,893	-55%	-$254K	0.09%	121
2025 Q4	$461K	Buy	5,292 +338	+7%	+$30.2K	0.18%	78
2025 Q3	$443K	Sell	4,954 -19	-0.4%	-$1.66K	0.13%	85
2025 Q2	$439K	Sell	4,973 -2	-0%	-$174	0.14%	88
2025 Q1	$453K	Sell	4,975 -124	-2%	-$11K	0.15%	80
2024 Q4	$445K	Sell	5,099 -2,569	-34%	-$236K	0.17%	80
2024 Q3	$752K	Buy	+7,668	New	+$739K	0.29%	56

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

Howard Bailey Securities's TLT Position: Q2 2026 in Review

Howard Bailey Securities increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 31% in Q2 2026, buying an estimated $63.5K and bringing the position to 3,139 shares worth $271K. The position accounts for 0.1% of the portfolio, ranked #91.

Howard Bailey Securities first reported a position in TLT in Q3 2024 and has held it in 8 quarters since. The position peaked at $752K in Q3 2024. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Howard Bailey Securities held 3,139 shares of iShares 20+ Year Treasury Bond ETF worth $271K as of Q2 2026.
Howard Bailey Securities bought 740 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $63.5K.
iShares 20+ Year Treasury Bond ETF made up 0.1% of Howard Bailey Securities's portfolio in Q2 2026, its #91 holding.
Howard Bailey Securities first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Howard Bailey Securities's iShares 20+ Year Treasury Bond ETF position peaked at $752K in Q3 2024.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Howard Bailey Securities's 13F filing for Q2 2026, filed 10 Aug 2026.