NW
TLT icon

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

NewEdge Wealth’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 		$1.87M Sell
21,584
-1,187
-5% -$102K 0.02% 484
2026
Q1 		$1.97M Buy
22,771
+11,496
+102% +$1.01M 0.02% 429
2025
Q4 		$983K Buy
11,275
+631
+6% +$56.4K 0.01% 639
2025
Q3 		$947K Buy
10,644
+21
+0.2% +$1.84K 0.01% 581
2025
Q2 		$931K Sell
10,623
-4,627
-30% -$403K 0.01% 549
2025
Q1 		$1.39M Sell
15,250
-38,400
-72% -$3.42M 0.03% 423
2024
Q4 		$4.69M Buy
53,650
+1,328
+3% +$122K 0.08% 201
2024
Q3 		$5.13M Buy
52,322
+21,165
+68% +$2.04M 0.09% 189
2024
Q2 		$2.86M Sell
31,157
-3,333
-10% -$304K 0.06% 255
2024
Q1 		$3.07M Buy
+34,490
New +$3.26M 0.07% 244
2023
Q4 		– Sell
-17,260
Closed -$1.53M – 765
2023
Q3 		$1.53M Buy
+17,260
New +$1.66M 0.05% 299

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

NewEdge Wealth's TLT Position: Q2 2026 in Review

NewEdge Wealth reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 5.2% in Q2 2026, selling an estimated $102K and leaving 21,584 shares worth $1.87M. The position accounts for 0.02% of the portfolio, ranked #484.

NewEdge Wealth first reported a position in TLT in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.13M in Q3 2024. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • NewEdge Wealth held 21,584 shares of iShares 20+ Year Treasury Bond ETF worth $1.87M as of Q2 2026.
  • NewEdge Wealth sold 1,187 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $102K.
  • iShares 20+ Year Treasury Bond ETF made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #484 holding.
  • NewEdge Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • NewEdge Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $5.13M in Q3 2024.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.