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Timothy G. Youngquist 2020 Irrevocable Trust’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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 		– Sell
-14,220
Closed -$1.23M – 448
2026
Q1 		$1.23M Buy
+14,220
New +$1.25M 0.53% 54

Other funds holding TLT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's TLT Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 14,220 shares — an estimated $1.23M sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in TLT in Q1 2026 and held it in 1 quarter. The position peaked at $1.23M in Q1 2026. 633 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 14,220 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $1.23M.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's iShares 20+ Year Treasury Bond ETF position peaked at $1.23M in Q1 2026.
  • 633 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.