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

SeaCrest 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	$1.1M	Buy	12,684 +1,892	+18%	+$162K	0.12%	155
2026 Q1	$936K	Buy	10,792 +1,161	+12%	+$102K	0.1%	202
2025 Q4	$846K	Buy	9,631 +300	+3%	+$26.8K	0.09%	220
2025 Q3	$833K	Buy	9,331 +161	+2%	+$14.1K	0.09%	208
2025 Q2	$809K	Buy	9,170 +2,821	+44%	+$246K	0.09%	211
2025 Q1	$578K	Buy	6,349 +75	+1%	+$6.68K	0.07%	286
2024 Q4	$548K	Buy	6,274 +1,707	+37%	+$157K	0.06%	314
2024 Q3	$448K	Sell	4,567 -136	-3%	-$13.1K	0.05%	373
2024 Q2	$432K	Buy	4,703 +466	+11%	+$42.5K	0.05%	356
2024 Q1	$401K	Sell	4,237 -3,746	-47%	-$354K	0.05%	363
2023 Q4	$769K	Buy	7,983 +432	+6%	+$39K	0.09%	223
2023 Q3	$670K	Sell	7,551 -6,117	-45%	-$588K	0.09%	243
2023 Q2	$1.41M	Buy	13,668 +6,584	+93%	+$683K	0.18%	117
2023 Q1	$754K	Sell	7,084 -1,487	-17%	-$156K	0.1%	224
2022 Q4	$853K	Buy	8,571 +2,611	+44%	+$263K	0.12%	192
2022 Q3	$611K	Sell	5,960 -212	-3%	-$23.9K	0.09%	242
2022 Q2	$709K	Buy	+6,172	New	+$727K	0.09%	233
2021 Q3	–	Sell	-3,752	Closed	-$542K	–	722
2021 Q2	$542K	Buy	+3,752	New	+$523K	0.07%	319
2019 Q2	–	Sell	-80	Closed	-$10K	–	1716
2019 Q1	$10K	Hold	80	–	–	﹤0.01%	1535
2018 Q4	$10K	Hold	80	–	–	﹤0.01%	1508
2018 Q3	$9K	Hold	80	–	–	﹤0.01%	1698
2018 Q2	$10K	Hold	80	–	–	﹤0.01%	1617
2018 Q1	$10K	Hold	80	–	–	﹤0.01%	1592
2017 Q4	$10K	Buy	+80	New	+$10K	﹤0.01%	1606

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

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

SeaCrest Wealth Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 18% in Q2 2026, buying an estimated $162K and bringing the position to 12,684 shares worth $1.1M. The position accounts for 0.12% of the portfolio, ranked #155.

SeaCrest Wealth Management first reported a position in TLT in Q4 2017 and has held it in 24 quarters since. The position peaked at $1.41M in Q2 2023. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

SeaCrest Wealth Management held 12,684 shares of iShares 20+ Year Treasury Bond ETF worth $1.1M as of Q2 2026.
SeaCrest Wealth Management bought 1,892 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $162K.
iShares 20+ Year Treasury Bond ETF made up 0.12% of SeaCrest Wealth Management's portfolio in Q2 2026, its #155 holding.
SeaCrest Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2017 and has held it in 24 quarters since.
SeaCrest Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $1.41M in Q2 2023.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.