Lodestar Private Asset Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Lodestar Private Asset 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	$534K	Sell	6,184 -883	-12%	-$75.8K	0.05%	153
2026 Q1	$613K	Sell	7,067 -3,889	-35%	-$342K	0.06%	139
2025 Q4	$955K	Sell	10,956 -51	-0.5%	-$4.56K	0.1%	105
2025 Q3	$984K	Sell	11,007 -1,835	-14%	-$160K	0.1%	102
2025 Q2	$1.13M	Sell	12,842 -1,846	-13%	-$161K	0.13%	93
2025 Q1	$1.34M	Sell	14,688 -5,902	-29%	-$525K	0.17%	87
2024 Q4	$1.8M	Sell	20,590 -20,027	-49%	-$1.84M	0.22%	76
2024 Q3	$3.98M	Buy	40,617 +3,308	+9%	+$319K	0.51%	47
2024 Q2	$3.42M	Sell	37,309 -3,733	-9%	-$340K	0.47%	52
2024 Q1	$3.88M	Buy	41,042 +9,302	+29%	+$880K	0.55%	46
2023 Q4	$3.14M	Buy	+31,740	New	+$2.87M	0.48%	54

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

Lodestar Private Asset Management's TLT Position: Q2 2026 in Review

Lodestar Private Asset Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 12% in Q2 2026, selling an estimated $75.8K and leaving 6,184 shares worth $534K. The position accounts for 0.05% of the portfolio, ranked #153.

Lodestar Private Asset Management first reported a position in TLT in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.98M in Q3 2024. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Lodestar Private Asset Management held 6,184 shares of iShares 20+ Year Treasury Bond ETF worth $534K as of Q2 2026.
Lodestar Private Asset Management sold 883 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $75.8K.
iShares 20+ Year Treasury Bond ETF made up 0.05% of Lodestar Private Asset Management's portfolio in Q2 2026, its #153 holding.
Lodestar Private Asset Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Lodestar Private Asset Management's iShares 20+ Year Treasury Bond ETF position peaked at $3.98M in Q3 2024.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.