J. Goldman & Co’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

J. Goldman & Co’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	$1.26M	Buy	+14,604	New	+$1.25M	0.03%	416
2025 Q2	–	Sell	-30,000	Closed	-$2.73M	–	640
2025 Q1	$2.73M	Buy	+30,000	New	+$2.67M	0.07%	265
2019 Q4	–	Sell	-20,000	Closed	-$2.78M	–	352
2019 Q3	$2.86M	Hold	20,000	–	–	0.21%	129
2019 Q2	$2.66M	Sell	20,000 -10,000	-33%	-$1.27M	0.18%	133
2019 Q1	$3.79M	Buy	+30,000	New	+$3.65M	0.21%	125
2018 Q3	–	Sell	-13,000	Closed	-$1.58M	–	384
2018 Q2	$1.58M	Buy	+13,000	New	+$1.56M	0.08%	225
2017 Q4	–	Sell	-2,500	Closed	-$312K	–	433
2017 Q3	$312K	Buy	+2,500	New	+$314K	0.02%	292
2014 Q4	–	Sell	-9,000	Closed	-$1.05M	–	273
2014 Q3	$1.05M	Sell	9,000 -9,000	-50%	-$1.04M	0.06%	218
2014 Q2	$2.04M	Sell	18,000 -34,000	-65%	-$3.79M	0.15%	148
2014 Q1	$5.67M	Buy	+52,000	New	+$5.55M	0.42%	74
2013 Q3	–	Sell	-32,500	Closed	-$3.59M	–	317
2013 Q2	$3.59M	Buy	+32,500	New	+$3.82M	0.37%	91

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

J. Goldman & Co's TLT Position: Q2 2026 in Review

J. Goldman & Co opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 14,604 shares worth $1.26M. The stake represents 0.03% of the portfolio and ranks #416 among its holdings. This is a return to the name: J. Goldman & Co previously reported a position in TLT as recently as Q1 2025.

J. Goldman & Co first reported a position in TLT in Q2 2013 and has held it in 11 quarters since. The position peaked at $5.67M in Q1 2014. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

J. Goldman & Co held 14,604 shares of iShares 20+ Year Treasury Bond ETF worth $1.26M as of Q2 2026.
iShares 20+ Year Treasury Bond ETF was a new J. Goldman & Co position in Q2 2026.
iShares 20+ Year Treasury Bond ETF made up 0.03% of J. Goldman & Co's portfolio in Q2 2026, its #416 holding.
J. Goldman & Co first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2013 and has held it in 11 quarters since.
J. Goldman & Co's iShares 20+ Year Treasury Bond ETF position peaked at $5.67M in Q1 2014.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on J. Goldman & Co's 13F filing for Q2 2026, filed 14 Aug 2026.