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

Maridea 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	$418K	Sell	4,837 -11,486	-70%	-$986K	0.05%	345
2026 Q1	$1.42M	Sell	16,323 -1,446	-8%	-$127K	0.21%	119
2025 Q4	$1.55M	Sell	17,769 -3,062	-15%	-$274K	0.23%	119
2025 Q3	$1.91M	Buy	20,831 +12,370	+146%	+$1.08M	0.3%	81
2025 Q2	$747K	Sell	8,461 -25,124	-75%	-$2.19M	0.19%	99
2025 Q1	$3.06M	Buy	33,585 +11,588	+53%	+$1.03M	1%	18
2024 Q4	$1.92M	Buy	+21,997	New	+$2.02M	0.62%	28

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

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

Maridea Wealth Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 70% in Q2 2026, selling an estimated $986K and leaving 4,837 shares worth $418K. The position accounts for 0.05% of the portfolio, ranked #345.

Maridea Wealth Management first reported a position in TLT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.06M in Q1 2025. 1,049 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Maridea Wealth Management held 4,837 shares of iShares 20+ Year Treasury Bond ETF worth $418K as of Q2 2026.
Maridea Wealth Management sold 11,486 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $986K.
iShares 20+ Year Treasury Bond ETF made up 0.05% of Maridea Wealth Management's portfolio in Q2 2026, its #345 holding.
Maridea Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Maridea Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $3.06M in Q1 2025.
1,049 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

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