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

Portside Wealth Group’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	$286K	Sell	3,314 -3,089	-48%	-$265K	0.03%	411
2026 Q1	$555K	Sell	6,403 -533	-8%	-$46.9K	0.08%	237
2025 Q4	$605K	Sell	6,936 -610	-8%	-$54.5K	0.08%	221
2025 Q3	$674K	Buy	+7,546	New	+$660K	0.09%	214
2025 Q2	–	Sell	-6,382	Closed	-$581K	–	476
2025 Q1	$581K	Buy	+6,382	New	+$568K	0.09%	213
2024 Q4	–	Sell	-18,059	Closed	-$1.77M	–	442
2024 Q3	$1.77M	Buy	+18,059	New	+$1.74M	0.3%	83
2024 Q2	–	Sell	-12,617	Closed	-$1.19M	–	401
2024 Q1	$1.19M	Sell	12,617 -28,673	-69%	-$2.71M	0.22%	111
2023 Q4	$4.08M	Buy	+41,290	New	+$3.73M	0.76%	32
2023 Q3	–	Sell	-53,065	Closed	-$5.46M	–	386
2023 Q2	$5.46M	Buy	+53,065	New	+$5.5M	1.01%	23

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

Portside Wealth Group's TLT Position: Q2 2026 in Review

Portside Wealth Group reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 48% in Q2 2026, selling an estimated $265K and leaving 3,314 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #411.

Portside Wealth Group first reported a position in TLT in Q2 2023 and has held it in 9 quarters since. The position peaked at $5.46M in Q2 2023. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Portside Wealth Group held 3,314 shares of iShares 20+ Year Treasury Bond ETF worth $286K as of Q2 2026.
Portside Wealth Group sold 3,089 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $265K.
iShares 20+ Year Treasury Bond ETF made up 0.03% of Portside Wealth Group's portfolio in Q2 2026, its #411 holding.
Portside Wealth Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2023 and has held it in 9 quarters since.
Portside Wealth Group's iShares 20+ Year Treasury Bond ETF position peaked at $5.46M in Q2 2023.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.