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

Shared Vision 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	$493K	Sell	5,707 -1,046	-15%	-$89.8K	0.17%	74
2026 Q1	$585K	Sell	6,753 -2,765	-29%	-$243K	0.24%	55
2025 Q4	$841K	Buy	9,518 +1,916	+25%	+$171K	0.34%	45
2025 Q3	$700K	Sell	7,602 -1,643	-18%	-$144K	0.3%	52
2025 Q2	$804K	Sell	9,245 -3,264	-26%	-$285K	0.4%	40
2025 Q1	$1.14M	Sell	12,509 -16,696	-57%	-$1.49M	0.62%	29
2024 Q4	$2.55M	Buy	29,205 +2,523	+9%	+$232K	1.34%	18
2024 Q3	$2.62M	Sell	26,682 -4,509	-14%	-$435K	1.4%	18
2024 Q2	$2.86M	Sell	31,191 -814	-3%	-$74.2K	1.67%	12
2024 Q1	$3.03M	Sell	32,005 -13,413	-30%	-$1.27M	1.89%	11
2023 Q4	$4.49M	Buy	+45,418	New	+$4.1M	3%	6

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

Shared Vision Wealth Group's TLT Position: Q2 2026 in Review

Shared Vision Wealth Group reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 15% in Q2 2026, selling an estimated $89.8K and leaving 5,707 shares worth $493K. The position accounts for 0.17% of the portfolio, ranked #74.

Shared Vision Wealth Group first reported a position in TLT in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.49M in Q4 2023. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Shared Vision Wealth Group held 5,707 shares of iShares 20+ Year Treasury Bond ETF worth $493K as of Q2 2026.
Shared Vision Wealth Group sold 1,046 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $89.8K.
iShares 20+ Year Treasury Bond ETF made up 0.17% of Shared Vision Wealth Group's portfolio in Q2 2026, its #74 holding.
Shared Vision Wealth Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Shared Vision Wealth Group's iShares 20+ Year Treasury Bond ETF position peaked at $4.49M in Q4 2023.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.