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

Liberty 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 		$911K Hold
10,514
– – 0.11% 104
2026
Q1 		$911K Sell
10,514
-4,124
-28% -$363K 0.11% 104
2025
Q4 		$1.28M Sell
14,638
-848
-5% -$75.8K 0.16% 81
2025
Q3 		$1.38M Sell
15,486
-678
-4% -$59.3K 0.19% 73
2025
Q2 		$1.43M Buy
+16,164
New +$1.41M 0.22% 67
2025
Q1 		– Sell
-56,723
Closed -$4.94M – 200
2024
Q4 		$4.94M Sell
56,723
-12,770
-18% -$1.18M 0.82% 33
2024
Q3 		$6.82M Sell
69,493
-177,912
-72% -$17.2M 1.16% 25
2024
Q2 		$6.31M Buy
247,405
+177,244
+253% +$16.2M 1.16% 24
2024
Q1 		$6.65M Buy
70,161
+4,958
+8% +$469K 1.3% 22
2023
Q4 		$6.45M Buy
65,203
+3,770
+6% +$341K 1.38% 21
2023
Q3 		$5.44M Buy
61,433
+51,555
+522% +$4.96M 1.35% 20
2023
Q2 		$1.02M Buy
9,878
+406
+4% +$42.1K 0.25% 51
2023
Q1 		$1.05M Buy
+9,472
New +$991K 0.22% 68
2022
Q3 		$4.58M Buy
44,738
+4,460
+11% +$502K 1.22% 19
2022
Q2 		$4.75M Buy
40,278
+15,670
+64% +$1.85M 1.93% 10
2022
Q1 		$3.17M Buy
+24,608
New +$3.39M 1.14% 20
2021
Q4 		– Sell
-18,010
Closed -$2.65M – 49
2021
Q3 		$2.62M Buy
18,010
+10,947
+155% +$1.63M 0.93% 24
2021
Q2 		$1.02M Buy
7,063
+1,034
+17% +$144K 0.4% 39
2021
Q1 		$916K Hold
6,029
– – 0.45% 33
2020
Q4 		$916K Sell
6,029
-1,014
-14% -$161K 0.45% 33
2020
Q3 		$1.15M Buy
7,043
+697
+11% +$116K 0.68% 26
2020
Q2 		$1.04M Sell
6,346
-2,813
-31% -$463K 0.73% 24
2020
Q1 		$1.52M Buy
9,159
+774
+9% +$115K 1.33% 17
2019
Q4 		$1.14M Buy
8,385
+1,233
+17% +$172K 0.9% 21
2019
Q3 		$1.02M Buy
7,152
+2,411
+51% +$335K 0.97% 18
2019
Q2 		$630K Hold
4,741
– – 0.55% 41
2019
Q1 		$599K Sell
4,741
-22,524
-83% -$2.74M 0.45% 31
2018
Q4 		$3.31M Buy
+27,265
New +$3.16M 2.47% 7

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

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

Liberty Wealth Management held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2026 at 10,514 shares worth $911K. The position accounts for 0.11% of the portfolio, ranked #104.

Liberty Wealth Management first reported a position in TLT in Q4 2018 and has held it in 28 quarters since. The position peaked at $6.82M in Q3 2024. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Liberty Wealth Management held 10,514 shares of iShares 20+ Year Treasury Bond ETF worth $911K as of Q2 2026.
  • Liberty Wealth Management left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 20+ Year Treasury Bond ETF made up 0.11% of Liberty Wealth Management's portfolio in Q2 2026, its #104 holding.
  • Liberty Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2018 and has held it in 28 quarters since.
  • Liberty Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $6.82M in Q3 2024.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.