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

Medallion Wealth Advisors’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 		$99.6K Buy
1,152
+66
+6% +$5.67K 0.03% 352
2026
Q1 		$94.1K Sell
1,086
-363
-25% -$31.9K 0.03% 366
2025
Q4 		$126K Sell
1,449
-71
-5% -$6.35K 0.04% 317
2025
Q3 		$136K Sell
1,520
-865
-36% -$75.7K 0.05% 293
2025
Q2 		$210K Sell
2,385
-289
-11% -$25.2K 0.08% 221
2025
Q1 		$245K Sell
2,674
-198
-7% -$17.6K 0.11% 177
2024
Q4 		$251K Buy
+2,872
New +$264K 0.12% 161

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Medallion Wealth Advisors's TLT Position: Q2 2026 in Review

Medallion Wealth Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 6.1% in Q2 2026, buying an estimated $5.67K and bringing the position to 1,152 shares worth $99.6K. The position accounts for 0.03% of the portfolio, ranked #352.

Medallion Wealth Advisors first reported a position in TLT in Q4 2024 and has held it in 7 quarters since. The position peaked at $251K in Q4 2024. 1,049 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Medallion Wealth Advisors held 1,152 shares of iShares 20+ Year Treasury Bond ETF worth $99.6K as of Q2 2026.
  • Medallion Wealth Advisors bought 66 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $5.67K.
  • iShares 20+ Year Treasury Bond ETF made up 0.03% of Medallion Wealth Advisors's portfolio in Q2 2026, its #352 holding.
  • Medallion Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $251K in Q4 2024.
  • 1,049 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.