MAM
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Milestone Asset Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Milestone Asset 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
-47,003
Closed -$4.07M – 288
2026
Q1 		$4.07M Buy
47,003
+34,981
+291% +$3.08M 0.75% 38
2025
Q4 		$1.05M Buy
+12,022
New +$1.07M 0.2% 97
2025
Q3 		– Sell
-13,122
Closed -$1.16M – 252
2025
Q2 		$1.16M Buy
+13,122
New +$1.14M 0.24% 73
2025
Q1 		– Sell
-21,938
Closed -$1.92M – 251
2024
Q4 		$1.92M Buy
21,938
+19,588
+834% +$1.8M 0.42% 64
2024
Q3 		$231K Sell
2,350
-536
-19% -$51.7K 0.05% 188
2024
Q2 		$265K Sell
2,886
-10,549
-79% -$961K 0.07% 170
2024
Q1 		$1.27M Buy
13,435
+2,425
+22% +$229K 0.36% 64
2023
Q4 		$1.09M Sell
11,010
-4,581
-29% -$414K 0.36% 18
2023
Q3 		$1.36M Buy
15,591
+83
+0.5% +$7.98K 0.47% 17
2023
Q2 		$1.6M Buy
15,508
+12,050
+348% +$1.25M 0.7% 11
2023
Q1 		$368K Sell
3,458
-103
-3% -$10.8K 0.21% 47
2022
Q4 		$376K Buy
+3,561
New +$359K 0.22% 38

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

Milestone Asset Management's TLT Position: Q2 2026 in Review

Milestone Asset Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 47,003 shares — an estimated $4.07M sold.

Milestone Asset Management first reported a position in TLT in Q4 2022 and held it in 12 quarters. The position peaked at $4.07M in Q1 2026. 1,043 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Milestone Asset Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Milestone Asset Management sold 47,003 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $4.07M.
  • Milestone Asset Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and held it in 12 quarters.
  • Milestone Asset Management's iShares 20+ Year Treasury Bond ETF position peaked at $4.07M in Q1 2026.
  • 1,043 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.