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
2024 Q2	–	Sell	-100,000	Closed	-$9.46M	–	592
2024 Q1	$9.46M	Buy	+100,000	New	+$9.46M	0.3%	106
2023 Q4	–	Sell	-175,100	Closed	-$15.5M	–	475
2023 Q3	$15.5M	Buy	+175,100	New	+$16.8M	0.54%	58
2022 Q4	–	Sell	-45,000	Closed	-$4.61M	–	492
2022 Q3	$4.61M	Buy	+45,000	New	+$5.07M	0.22%	124
2014 Q4	–	Sell	-100,000	Closed	-$11.6M	–	272
2014 Q3	$11.6M	Buy	+100,000	New	+$11.5M	0.7%	29
2013 Q3	–	Sell	-175,000	Closed	-$19.3M	–	316
2013 Q2	$19.3M	Buy	+175,000	New	+$20.6M	1.97%	6

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.