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Rik Saylor Financial’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Rik Saylor Financial’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 		$5.75M Sell
66,584
-5,963
-8% -$512K 3.81% 5
2026
Q1 		$6.29M Sell
72,547
-187
-0.3% -$16.4K 4.78% 3
2025
Q4 		$6.34M Sell
72,734
-582
-0.8% -$52K 4.64% 4
2025
Q3 		$6.55M Sell
73,316
-579
-0.8% -$50.6K 4.79% 3
2025
Q2 		$6.52M Sell
73,895
-648
-0.9% -$56.5K 5.02% 3
2025
Q1 		$6.79M Buy
74,543
+45,875
+160% +$4.08M 5.98% 2
2024
Q4 		$2.5M Buy
+28,668
New +$2.64M 2.32% 14

Other funds holding TLT

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rik Saylor Financial's TLT Position: Q2 2026 in Review

Rik Saylor Financial reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 8.2% in Q2 2026, selling an estimated $512K and leaving 66,584 shares worth $5.75M. The position accounts for 3.81% of the portfolio, ranked #5.

Rik Saylor Financial first reported a position in TLT in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.79M in Q1 2025. 538 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Rik Saylor Financial held 66,584 shares of iShares 20+ Year Treasury Bond ETF worth $5.75M as of Q2 2026.
  • Rik Saylor Financial sold 5,963 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $512K.
  • iShares 20+ Year Treasury Bond ETF made up 3.81% of Rik Saylor Financial's portfolio in Q2 2026, its #5 holding.
  • Rik Saylor Financial first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Rik Saylor Financial's iShares 20+ Year Treasury Bond ETF position peaked at $6.79M in Q1 2025.
  • 538 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Rik Saylor Financial's 13F filing for Q2 2026, filed 5 Aug 2026.