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

MY 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 		– Sell
-171,721
Closed -$15.6M – 50
2026
Q1 		$15.6M Buy
171,721
+165,754
+2,778% +$14.6M 15.13% 1
2025
Q4 		$520K Sell
5,967
-669
-10% -$59.8K 0.45% 24
2025
Q3 		$593K Sell
6,636
-247
-4% -$21.6K 0.52% 22
2025
Q2 		$607K Sell
6,883
-164,838
-96% -$14.4M 0.58% 20
2025
Q1 		$15.6M Buy
171,721
+24,670
+17% +$2.2M 15.12% 1
2024
Q4 		$12.8M Sell
147,051
-38,376
-21% -$3.53M 12.82% 2
2024
Q3 		$18.2M Buy
185,427
+5,568
+3% +$537K 18.45% 1
2024
Q2 		$16.5M Buy
179,859
+1,841
+1% +$168K 18.8% 1
2024
Q1 		$16.8M Sell
178,018
-9,276
-5% -$877K 18.58% 1
2023
Q4 		$18.5M Buy
187,294
+92,134
+97% +$8.32M 17.42% 1
2023
Q3 		$8.44M Buy
95,160
+8
+0% +$769 8.39% 4
2023
Q2 		$9.79M Buy
95,152
+5,072
+6% +$526K 8.94% 3
2023
Q1 		$9.58M Buy
+90,080
New +$9.43M 9.6% 3
2022
Q4 		– Sell
-52,221
Closed -$5.35M – 24
2022
Q3 		$5.35M Buy
52,221
+20,820
+66% +$2.34M 5.74% 6
2022
Q2 		$3.61M Sell
31,401
-140
-0.4% -$16.5K 3.9% 11
2022
Q1 		$4.17M Buy
+31,541
New +$4.35M 3.86% 11

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

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

MY Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 171,721 shares — an estimated $15.6M sold.

MY Wealth Management first reported a position in TLT in Q1 2022 and held it in 16 quarters. The position peaked at $18.5M in Q4 2023. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • MY Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • MY Wealth Management sold 171,721 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $15.6M.
  • MY Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2022 and held it in 16 quarters.
  • MY Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $18.5M in Q4 2023.
  • 1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on MY Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.