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

Nova 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 		$1.73K Sell
20
-29
-59% -$2.49K ﹤0.01% 529
2026
Q1 		$4.25K Hold
49
– – ﹤0.01% 445
2025
Q4 		$4.27K Buy
49
+29
+145% +$2.59K ﹤0.01% 441
2025
Q3 		$1.79K Hold
20
– – ﹤0.01% 520
2025
Q2 		$1.76K Buy
+20
New +$1.74K ﹤0.01% 583

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

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

Nova Wealth Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 59% in Q2 2026, selling an estimated $2.49K and leaving 20 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Nova Wealth Management first reported a position in TLT in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.27K in Q4 2025. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Nova Wealth Management held 20 shares of iShares 20+ Year Treasury Bond ETF worth $1.73K as of Q2 2026.
  • Nova Wealth Management sold 29 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $2.49K.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Nova Wealth Management's portfolio in Q2 2026, its #529 holding.
  • Nova Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Nova Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $4.27K in Q4 2025.
  • 1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.