Kaydan Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Kaydan Wealth 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	$5.4M	Sell	62,541 -85,840	-58%	-$7.37M	1.65%	14
2026 Q1	$12.9M	Sell	148,381 -453	-0.3%	-$39.8K	4.3%	9
2025 Q4	$13M	Buy	148,834 +89,090	+149%	+$7.97M	3.75%	8
2025 Q3	$5.34M	Sell	59,744 -1,215	-2%	-$106K	1.53%	15
2025 Q2	$5.38M	Sell	60,959 -228,389	-79%	-$19.9M	1.76%	10
2025 Q1	$26.3M	Buy	289,348 +74,165	+34%	+$6.6M	8.45%	3
2024 Q4	$18.8M	Sell	215,183 -75,429	-26%	-$6.94M	6.25%	7
2024 Q3	$28.5M	Buy	290,612 +144,822	+99%	+$14M	8.41%	4
2024 Q2	$13.4M	Buy	+145,790	New	+$13.3M	4.74%	9
2024 Q1	–	Sell	-162,785	Closed	-$16.1M	–	109
2023 Q4	$16.1M	Buy	+162,785	New	+$14.7M	6.54%	4
2023 Q3	–	Sell	-89,292	Closed	-$9.19M	–	98
2023 Q2	$9.19M	Sell	89,292 -148,951	-63%	-$15.5M	3.85%	6
2023 Q1	$25.3M	Sell	238,243 -74,736	-24%	-$7.82M	10.39%	3
2022 Q4	$31.2M	Buy	+312,979	New	+$31.5M	12.46%	3

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

Kaydan Wealth Management's TLT Position: Q2 2026 in Review

Kaydan Wealth Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 58% in Q2 2026, selling an estimated $7.37M and leaving 62,541 shares worth $5.4M. The position accounts for 1.65% of the portfolio, ranked #14.

Kaydan Wealth Management first reported a position in TLT in Q4 2022 and has held it in 13 quarters since. The position peaked at $31.2M in Q4 2022. 1,041 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Kaydan Wealth Management held 62,541 shares of iShares 20+ Year Treasury Bond ETF worth $5.4M as of Q2 2026.
Kaydan Wealth Management sold 85,840 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $7.37M.
iShares 20+ Year Treasury Bond ETF made up 1.65% of Kaydan Wealth Management's portfolio in Q2 2026, its #14 holding.
Kaydan Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and has held it in 13 quarters since.
Kaydan Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $31.2M in Q4 2022.
1,041 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Kaydan Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.