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

Kingsview 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 		$13.8M Buy
159,409
+15,465
+11% +$1.33M 0.17% 110
2026
Q1 		$12.5M Sell
143,944
-95,159
-40% -$8.37M 0.17% 111
2025
Q4 		$20.8M Buy
239,103
+6,497
+3% +$581K 0.3% 62
2025
Q3 		$20.8M Buy
232,606
+119,605
+106% +$10.5M 0.32% 55
2025
Q2 		$9.97M Buy
113,001
+5,839
+5% +$509K 0.17% 106
2025
Q1 		$9.75M Buy
107,162
+7,375
+7% +$657K 0.18% 115
2024
Q4 		$8.71M Sell
99,787
-47,207
-32% -$4.34M 0.17% 129
2024
Q3 		$14.4M Buy
146,994
+76,577
+109% +$7.38M 0.3% 60
2024
Q2 		$6.46M Sell
70,417
-21,305
-23% -$1.94M 0.15% 147
2024
Q1 		$8.68M Buy
91,722
+1,099
+1% +$104K 0.22% 104
2023
Q4 		$8.96M Buy
90,623
+40,099
+79% +$3.62M 0.27% 85
2023
Q3 		$4.48M Sell
50,524
-24,682
-33% -$2.37M 0.16% 149
2023
Q2 		$7.74M Buy
75,206
+3,530
+5% +$366K 0.3% 76
2023
Q1 		$7.62M Buy
+71,676
New +$7.5M 0.32% 70
2022
Q4 		– Sell
-31,762
Closed -$3.25M – 905
2022
Q3 		$3.25M Sell
31,762
-21,137
-40% -$2.38M 0.15% 149
2022
Q2 		$6.08M Buy
52,899
+29,762
+129% +$3.5M 0.29% 84
2022
Q1 		$3.06M Buy
23,137
+10,877
+89% +$1.5M 0.13% 169
2021
Q4 		$1.82M Buy
12,260
+9,752
+389% +$1.44M 0.08% 266
2021
Q3 		$362K Sell
2,508
-14
-0.6% -$2.08K 0.02% 631
2021
Q2 		$364K Buy
2,522
+186
+8% +$26K 0.02% 649
2021
Q1 		$321K Sell
2,336
-2,968
-56% -$430K 0.02% 621
2020
Q4 		$837K Sell
5,304
-1,402
-21% -$223K 0.06% 314
2020
Q3 		$1.09M Buy
+6,706
New +$1.11M 0.1% 210
2017
Q3 		– Sell
-67
Closed -$8K – 409
2017
Q2 		$8K Buy
+67
New +$8.28K ﹤0.01% 281

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

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

Kingsview Wealth Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 11% in Q2 2026, buying an estimated $1.33M and bringing the position to 159,409 shares worth $13.8M. The position accounts for 0.17% of the portfolio, ranked #110.

Kingsview Wealth Management first reported a position in TLT in Q2 2017 and has held it in 24 quarters since. The position peaked at $20.8M in Q4 2025. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Kingsview Wealth Management held 159,409 shares of iShares 20+ Year Treasury Bond ETF worth $13.8M as of Q2 2026.
  • Kingsview Wealth Management bought 15,465 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $1.33M.
  • iShares 20+ Year Treasury Bond ETF made up 0.17% of Kingsview Wealth Management's portfolio in Q2 2026, its #110 holding.
  • Kingsview Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2017 and has held it in 24 quarters since.
  • Kingsview Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $20.8M in Q4 2025.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.