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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
2020
Q1 		– Sell
-11,000
Closed -$1.49M – 337
2019
Q4 		$1.49M Buy
+11,000
New +$1.53M 0.11% 164
2018
Q3 		– Sell
-40,000
Closed -$4.87M – 385
2018
Q2 		$4.87M Buy
+40,000
New +$4.78M 0.25% 126
2016
Q4 		– Sell
-75,000
Closed -$10.3M – 382
2016
Q3 		$10.3M Buy
+75,000
New +$10.4M 0.58% 45

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
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.