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

Provident 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 		$40.3K Buy
+466
New +$40K 0.01% 137
2022
Q1 		– Sell
-188
Closed -$28K – 107
2021
Q4 		$28K Buy
+188
New +$27.7K 0.02% 77

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

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

Provident Wealth Management opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 466 shares worth $40.3K. The stake represents 0.01% of the portfolio and ranks #137 among its holdings. This is a return to the name: Provident Wealth Management previously reported a position in TLT as recently as Q4 2021.

Provident Wealth Management first reported a position in TLT in Q4 2021 and has held it in 2 quarters since. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Provident Wealth Management held 466 shares of iShares 20+ Year Treasury Bond ETF worth $40.3K as of Q2 2026.
  • iShares 20+ Year Treasury Bond ETF was a new Provident Wealth Management position in Q2 2026.
  • iShares 20+ Year Treasury Bond ETF made up 0.01% of Provident Wealth Management's portfolio in Q2 2026, its #137 holding.
  • Provident Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and has held it in 2 quarters since.
  • 1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Provident Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.