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Summit Wealth Group, LLC/OK’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Summit Wealth Group, LLC/OK’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
Q3 		– Sell
-15,440
Closed -$1.33M – 59
2026
Q2 		$1.33M Sell
15,440
-124
-0.8% -$10.6K 1.73% 18
2026
Q1 		$1.35M Sell
15,564
-2,245
-13% -$197K 1.88% 19
2025
Q4 		$1.55M Buy
+17,809
New +$1.59M 1.6% 18

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LPL Financial
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Barclays
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Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Hantz Financial Services
Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Summit Wealth Group, LLC/OK's TLT Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2026, closing a stake of 15,440 shares — an estimated $1.33M sold.

Summit Wealth Group, LLC/OK first reported a position in TLT in Q4 2025 and held it in 3 quarters. The position peaked at $1.55M in Q4 2025. 617 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • Summit Wealth Group, LLC/OK reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Summit Wealth Group, LLC/OK sold 15,440 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $1.33M.
  • Summit Wealth Group, LLC/OK first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2025 and held it in 3 quarters.
  • Summit Wealth Group, LLC/OK's iShares 20+ Year Treasury Bond ETF position peaked at $1.55M in Q4 2025.
  • 617 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.