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

Maia 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	$249K	Sell	2,881 -1,168	-29%	-$100K	0.04%	316
2026 Q1	$351K	Sell	4,049 -902	-18%	-$79.3K	0.06%	266
2025 Q4	$442K	Sell	4,951 -1,806	-27%	-$161K	0.08%	230
2025 Q3	$605K	Sell	6,757 -56	-0.8%	-$4.9K	0.1%	189
2025 Q2	$601K	Sell	6,813 -428	-6%	-$37.3K	0.11%	176
2025 Q1	$634K	Sell	7,241 -9,409	-57%	-$838K	0.14%	155
2024 Q4	$1.47M	Sell	16,650 -2,399	-13%	-$221K	0.32%	77
2024 Q3	$1.77M	Sell	19,049 -2,082	-10%	-$201K	0.44%	59
2024 Q2	$1.96M	Buy	+21,131	New	+$1.93M	0.59%	45
2023 Q4	$2.3M	Buy	+23,270	New	+$2.1M	0.93%	24

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

Maia Wealth's TLT Position: Q2 2026 in Review

Maia Wealth reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 29% in Q2 2026, selling an estimated $100K and leaving 2,881 shares worth $249K. The position accounts for 0.04% of the portfolio, ranked #316.

Maia Wealth first reported a position in TLT in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.3M in Q4 2023. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Maia Wealth held 2,881 shares of iShares 20+ Year Treasury Bond ETF worth $249K as of Q2 2026.
Maia Wealth sold 1,168 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $100K.
iShares 20+ Year Treasury Bond ETF made up 0.04% of Maia Wealth's portfolio in Q2 2026, its #316 holding.
Maia Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
Maia Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $2.3M in Q4 2023.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

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