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

MA 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	$2.16M	Sell	25,017 -4,888	-16%	-$420K	0.32%	38
2026 Q1	$2.59M	Sell	29,905 -3,541	-11%	-$311K	0.44%	31
2025 Q4	$2.92M	Sell	33,446 -764	-2%	-$68.3K	0.49%	29
2025 Q3	$3.06M	Sell	34,210 -1,313	-4%	-$115K	0.51%	28
2025 Q2	$3.13M	Buy	35,523 +229	+0.6%	+$20K	0.56%	27
2025 Q1	$3.21M	Buy	35,294 +27,256	+339%	+$2.43M	0.6%	25
2024 Q4	$702K	Buy	8,038 +1,692	+27%	+$156K	0.13%	49
2024 Q3	$623K	Buy	6,346 +19	+0.3%	+$1.83K	0.12%	51
2024 Q2	$581K	Sell	6,327 -24,371	-79%	-$2.22M	0.11%	53
2024 Q1	$2.9M	Buy	+30,698	New	+$2.9M	0.59%	26
2021 Q3	–	Sell	-6,679	Closed	-$964K	–	94
2021 Q2	$964K	Sell	6,679 -592	-8%	-$82.6K	0.19%	49
2021 Q1	$985K	Sell	7,271 -144	-2%	-$20.9K	0.21%	48
2020 Q4	$1.17M	Sell	7,415 -29	-0.4%	-$4.6K	0.27%	40
2020 Q3	$1.22M	Buy	7,444 +95	+1%	+$15.8K	0.29%	40
2020 Q2	$1.21M	Buy	7,349 +371	+5%	+$61.1K	0.3%	39
2020 Q1	$1.15M	Buy	6,978 +14	+0.2%	+$2.09K	0.34%	33
2019 Q4	$943K	Buy	6,964 +18	+0.3%	+$2.5K	0.29%	31
2019 Q3	$994K	Buy	6,946 +1,169	+20%	+$162K	0.28%	40
2019 Q2	$767K	Buy	5,777 +564	+11%	+$71.6K	0.22%	48
2019 Q1	$659K	Sell	5,213 -2,186	-30%	-$266K	0.21%	53
2018 Q4	$899K	Buy	+7,399	New	+$856K	0.34%	45

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

MA Private Wealth's TLT Position: Q2 2026 in Review

MA Private Wealth reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 16% in Q2 2026, selling an estimated $420K and leaving 25,017 shares worth $2.16M. The position accounts for 0.32% of the portfolio, ranked #38.

MA Private Wealth first reported a position in TLT in Q4 2018 and has held it in 21 quarters since. The position peaked at $3.21M in Q1 2025. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

MA Private Wealth held 25,017 shares of iShares 20+ Year Treasury Bond ETF worth $2.16M as of Q2 2026.
MA Private Wealth sold 4,888 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $420K.
iShares 20+ Year Treasury Bond ETF made up 0.32% of MA Private Wealth's portfolio in Q2 2026, its #38 holding.
MA Private Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2018 and has held it in 21 quarters since.
MA Private Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $3.21M in Q1 2025.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on MA Private Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.