Illumine Investment Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Illumine Investment 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	–	Sell	-24,796	Closed	-$2.13M	–	21
2026 Q1	$2.15M	Sell	24,796 -70	-0.3%	-$6.15K	1.65%	20
2025 Q4	$2.17M	Buy	24,866 +138	+0.6%	+$12.3K	1.58%	20
2025 Q3	$2.21M	Buy	24,728 +295	+1%	+$25.8K	1.57%	22
2025 Q2	$2.16M	Sell	24,433 -288	-1%	-$25.1K	1.72%	20
2025 Q1	$2.25M	Buy	24,721 +3,780	+18%	+$336K	1.84%	18
2024 Q4	$1.83M	Buy	+20,941	New	+$1.93M	1.51%	22

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

Illumine Investment Management's TLT Position: Q2 2026 in Review

Illumine Investment Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 24,796 shares — an estimated $2.13M sold.

Illumine Investment Management first reported a position in TLT in Q4 2024 and held it in 6 quarters. The position peaked at $2.25M in Q1 2025. 1,049 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Illumine Investment Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Illumine Investment Management sold 24,796 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $2.13M.
Illumine Investment Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and held it in 6 quarters.
Illumine Investment Management's iShares 20+ Year Treasury Bond ETF position peaked at $2.25M in Q1 2025.
1,049 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Illumine Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.