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

Mascagni 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	–	Sell	-2,950	Closed	-$256K	–	145
2026 Q1	$256K	Sell	2,950 -130	-4%	-$11.4K	0.18%	105
2025 Q4	$268K	Buy	3,080 +32	+1%	+$2.86K	0.2%	102
2025 Q3	$272K	Sell	3,048 -1,255	-29%	-$110K	0.21%	100
2025 Q2	$380K	Buy	4,303 +1,030	+31%	+$89.8K	0.32%	77
2025 Q1	$298K	Hold	3,273	–	–	0.3%	86
2024 Q4	$298K	Buy	+3,273	New	+$301K	0.3%	86

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

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

Mascagni Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 2,950 shares — an estimated $256K sold.

Mascagni Wealth Management first reported a position in TLT in Q4 2024 and held it in 6 quarters. The position peaked at $380K in Q2 2025. 1,049 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Mascagni Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Mascagni Wealth Management sold 2,950 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $256K.
Mascagni Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and held it in 6 quarters.
Mascagni Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $380K in Q2 2025.
1,049 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Mascagni Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.