Lake Street Private Wealth’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Lake Street Private Wealth’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	$2.23M	Sell	25,848 -231	-0.9%	-$19.8K	0.26%	80
2026 Q1	$2.26M	Buy	26,079 +3,454	+15%	+$304K	0.29%	74
2025 Q4	$1.97M	Buy	22,625 +392	+2%	+$35K	0.24%	81
2025 Q3	$1.99M	Buy	22,233 +595	+3%	+$52K	0.26%	77
2025 Q2	$1.91M	Buy	21,638 +1,474	+7%	+$129K	0.27%	77
2025 Q1	$1.84M	Buy	20,164 +2,639	+15%	+$235K	0.3%	78
2024 Q4	$1.53M	Sell	17,525 -3,072	-15%	-$283K	0.24%	82
2024 Q3	$2.02M	Buy	20,597 +2,335	+13%	+$225K	0.32%	77
2024 Q2	$1.68M	Buy	18,262 +1,070	+6%	+$97.5K	0.22%	110
2024 Q1	$1.63M	Buy	17,192 +569	+3%	+$53.8K	0.22%	113
2023 Q4	$1.64M	Sell	16,623 -849	-5%	-$76.7K	0.26%	99
2023 Q3	$1.55M	Sell	17,472 -8,803	-34%	-$846K	0.28%	97
2023 Q2	$2.7M	Buy	26,275 +609	+2%	+$63.2K	0.48%	63
2023 Q1	$2.73M	Buy	25,666 +11,189	+77%	+$1.17M	0.51%	53
2022 Q4	$1.44M	Buy	+14,477	New	+$1.46M	0.3%	96

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

Lake Street Private Wealth's TLT Position: Q2 2026 in Review

Lake Street Private Wealth reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.89% in Q2 2026, selling an estimated $19.8K and leaving 25,848 shares worth $2.23M. The position accounts for 0.26% of the portfolio, ranked #80.

Lake Street Private Wealth first reported a position in TLT in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.73M in Q1 2023. 1,049 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Lake Street Private Wealth held 25,848 shares of iShares 20+ Year Treasury Bond ETF worth $2.23M as of Q2 2026.
Lake Street Private Wealth sold 231 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $19.8K.
iShares 20+ Year Treasury Bond ETF made up 0.26% of Lake Street Private Wealth's portfolio in Q2 2026, its #80 holding.
Lake Street Private Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
Lake Street Private Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $2.73M in Q1 2023.
1,049 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.