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

MMA 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	$571K	Sell	6,610 -318	-5%	-$27.3K	0.18%	106
2026 Q1	$601K	Sell	6,928 -6,074	-47%	-$534K	0.21%	93
2025 Q4	$1.13M	Buy	13,002 +5,189	+66%	+$464K	0.4%	52
2025 Q3	$698K	Sell	7,813 -7,490	-49%	-$655K	0.23%	80
2025 Q2	$1.35M	Sell	15,303 -2,508	-14%	-$219K	0.52%	43
2025 Q1	$1.62M	Buy	17,811 +1,195	+7%	+$106K	0.68%	28
2024 Q4	$1.45M	Sell	16,616 -2,937	-15%	-$270K	0.63%	29
2024 Q3	$1.86M	Buy	19,553 +898	+5%	+$86.6K	0.5%	39
2024 Q2	$1.71M	Sell	18,655 -12	-0.1%	-$1.09K	0.8%	27
2024 Q1	$1.68M	Buy	18,667 +12,070	+183%	+$1.14M	0.79%	26
2023 Q4	$652K	Sell	6,597 -309	-4%	-$27.9K	0.34%	55
2023 Q3	$612K	Sell	6,906 -17	-0.2%	-$1.63K	0.35%	54
2023 Q2	$713K	Buy	+6,923	New	+$718K	0.42%	53

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

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

MMA Asset Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 4.6% in Q2 2026, selling an estimated $27.3K and leaving 6,610 shares worth $571K. The position accounts for 0.18% of the portfolio, ranked #106.

MMA Asset Management first reported a position in TLT in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.86M in Q3 2024. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

MMA Asset Management held 6,610 shares of iShares 20+ Year Treasury Bond ETF worth $571K as of Q2 2026.
MMA Asset Management sold 318 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $27.3K.
iShares 20+ Year Treasury Bond ETF made up 0.18% of MMA Asset Management's portfolio in Q2 2026, its #106 holding.
MMA Asset Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
MMA Asset Management's iShares 20+ Year Treasury Bond ETF position peaked at $1.86M in Q3 2024.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on MMA Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.