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

Meridian 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	$3.31M	Sell	38,296 -1,406	-4%	-$121K	0.1%	186
2026 Q1	$3.44M	Sell	39,702 -891	-2%	-$78.3K	0.12%	164
2025 Q4	$3.54M	Sell	40,593 -5,769	-12%	-$516K	0.12%	153
2025 Q3	$4.14M	Buy	46,362 +217	+0.5%	+$19K	0.16%	121
2025 Q2	$4.07M	Buy	46,145 +987	+2%	+$86.1K	0.17%	122
2025 Q1	$4.11M	Buy	45,158 +2,353	+5%	+$209K	0.2%	112
2024 Q4	$3.74M	Buy	42,805 +16,009	+60%	+$1.47M	0.18%	125
2024 Q3	$2.63M	Buy	+26,796	New	+$2.58M	0.13%	160
2024 Q2	–	Sell	-10,150	Closed	-$960K	–	486
2024 Q1	$960K	Sell	10,150 -1,420	-12%	-$134K	0.16%	93
2023 Q4	$1.14M	Sell	11,570 -2,436	-17%	-$220K	0.07%	236
2023 Q3	$1.24M	Sell	14,006 -8,081	-37%	-$777K	0.08%	207
2023 Q2	$2.27M	Buy	22,087 +4,328	+24%	+$449K	0.19%	111
2023 Q1	$1.89M	Buy	17,759 +2,723	+18%	+$285K	0.16%	133
2022 Q4	$1.5M	Buy	15,036 +9,580	+176%	+$965K	0.15%	141
2022 Q3	$559K	Buy	+5,456	New	+$614K	0.06%	259
2022 Q2	–	Sell	-1,666	Closed	-$220K	–	580
2022 Q1	$220K	Buy	+1,666	New	+$230K	0.02%	360

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

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

Meridian Wealth Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 3.5% in Q2 2026, selling an estimated $121K and leaving 38,296 shares worth $3.31M. The position accounts for 0.1% of the portfolio, ranked #186.

Meridian Wealth Management first reported a position in TLT in Q1 2022 and has held it in 16 quarters since. The position peaked at $4.14M in Q3 2025. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Meridian Wealth Management held 38,296 shares of iShares 20+ Year Treasury Bond ETF worth $3.31M as of Q2 2026.
Meridian Wealth Management sold 1,406 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $121K.
iShares 20+ Year Treasury Bond ETF made up 0.1% of Meridian Wealth Management's portfolio in Q2 2026, its #186 holding.
Meridian Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2022 and has held it in 16 quarters since.
Meridian Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $4.14M in Q3 2025.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.