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Silver Oak Securities’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Silver Oak Securities’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 		$1.78M Buy
+20,620
New +$1.77M 0.11% 189
2026
Q1 		– Sell
-13,319
Closed -$1.17M – 854
2025
Q4 		$1.17M Sell
13,319
-6,123
-31% -$547K 0.08% 251
2025
Q3 		$1.74M Buy
19,442
+2,387
+14% +$209K 0.13% 163
2025
Q2 		$1.51M Buy
17,055
+3,060
+22% +$267K 0.12% 172
2025
Q1 		$1.26M Buy
13,995
+8,293
+145% +$738K 0.12% 193
2024
Q4 		$501K Buy
5,702
+3,244
+132% +$299K 0.05% 378
2024
Q3 		$242K Sell
2,458
-3,742
-60% -$361K 0.03% 463
2024
Q2 		$569K Buy
6,200
+329
+6% +$30K 0.09% 201
2024
Q1 		$555K Sell
5,871
-5,429
-48% -$513K 0.09% 212
2023
Q4 		$1.12M Buy
11,300
+9,688
+601% +$875K 0.15% 154
2023
Q3 		$143K Sell
1,612
-2,563
-61% -$246K 0.03% 325
2023
Q2 		$430K Sell
4,175
-2,533
-38% -$263K 0.07% 259
2023
Q1 		$714K Sell
6,708
-4,579
-41% -$479K 0.12% 149
2022
Q4 		$1.12M Buy
11,287
+9,675
+600% +$975K 0.21% 86
2022
Q3 		$143K Sell
1,612
-8,597
-84% -$968K 0.03% 325
2022
Q2 		$1.21M Buy
10,209
+544
+6% +$64.1K 0.27% 68
2022
Q1 		$1.21M Buy
+9,665
New +$1.33M 0.25% 90

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

Silver Oak Securities's TLT Position: Q2 2026 in Review

Silver Oak Securities opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 20,620 shares worth $1.78M. The stake represents 0.11% of the portfolio and ranks #189 among its holdings. This is a return to the name: Silver Oak Securities previously reported a position in TLT as recently as Q4 2025.

Silver Oak Securities first reported a position in TLT in Q1 2022 and has held it in 17 quarters since. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Silver Oak Securities held 20,620 shares of iShares 20+ Year Treasury Bond ETF worth $1.78M as of Q2 2026.
  • iShares 20+ Year Treasury Bond ETF was a new Silver Oak Securities position in Q2 2026.
  • iShares 20+ Year Treasury Bond ETF made up 0.11% of Silver Oak Securities's portfolio in Q2 2026, its #189 holding.
  • Silver Oak Securities first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.