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MH & Associates Securities Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

MH & Associates Securities 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 		$651K Sell
7,537
-112
-1% -$9.62K 0.58% 41
2026
Q1 		$663K Hold
7,649
– – 0.58% 40
2025
Q4 		$667K Buy
+7,649
New +$684K 0.54% 49

Other funds holding TLT

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Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MH & Associates Securities Management's TLT Position: Q2 2026 in Review

MH & Associates Securities Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1.5% in Q2 2026, selling an estimated $9.62K and leaving 7,537 shares worth $651K. The position accounts for 0.58% of the portfolio, ranked #41.

MH & Associates Securities Management first reported a position in TLT in Q4 2025 and has held it in 3 quarters since. The position peaked at $667K in Q4 2025. 713 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • MH & Associates Securities Management held 7,537 shares of iShares 20+ Year Treasury Bond ETF worth $651K as of Q2 2026.
  • MH & Associates Securities Management sold 112 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $9.62K.
  • iShares 20+ Year Treasury Bond ETF made up 0.58% of MH & Associates Securities Management's portfolio in Q2 2026, its #41 holding.
  • MH & Associates Securities Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • MH & Associates Securities Management's iShares 20+ Year Treasury Bond ETF position peaked at $667K in Q4 2025.
  • 713 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on MH & Associates Securities Management's 13F filing for Q2 2026, filed 28 Jul 2026.