Salomon & Ludwin’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Salomon & Ludwin’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	$26.9K	Hold	314	–	–	﹤0.01%	934
2026 Q1	$27.3K	Hold	314	–	–	﹤0.01%	853
2025 Q4	$27.5K	Sell	314 -2	-0.6%	-$179	﹤0.01%	665
2025 Q3	$28.2K	Hold	316	–	–	﹤0.01%	617
2025 Q2	$27.7K	Buy	316 +16	+5%	+$1.4K	﹤0.01%	340
2025 Q1	$27.3K	Hold	300	–	–	﹤0.01%	318
2024 Q4	$26.2K	Hold	300	–	–	﹤0.01%	319
2024 Q3	$29.4K	Buy	300 +100	+50%	+$9.64K	﹤0.01%	319
2024 Q2	$18.4K	Hold	200	–	–	﹤0.01%	377
2024 Q1	$18.9K	Buy	+200	New	+$18.9K	﹤0.01%	477

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

Salomon & Ludwin's TLT Position: Q2 2026 in Review

Salomon & Ludwin held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2026 at 314 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #934.

Salomon & Ludwin first reported a position in TLT in Q1 2024 and has held it in 10 quarters since. The position peaked at $29.4K in Q3 2024. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Salomon & Ludwin held 314 shares of iShares 20+ Year Treasury Bond ETF worth $26.9K as of Q2 2026.
Salomon & Ludwin left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #934 holding.
Salomon & Ludwin first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
Salomon & Ludwin's iShares 20+ Year Treasury Bond ETF position peaked at $29.4K in Q3 2024.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.