Simon Quick Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Simon Quick Advisors’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	$240K	Sell	2,781 -3,013	-52%	-$259K	0.01%	375
2026 Q1	$502K	Hold	5,794	–	–	0.02%	249
2025 Q4	$505K	Hold	5,794	–	–	0.02%	254
2025 Q3	$518K	Hold	5,794	–	–	0.02%	267
2025 Q2	$511K	Buy	+5,794	New	+$505K	0.03%	249
2020 Q3	–	Sell	-108	Closed	-$18K	–	502
2020 Q2	$18K	Sell	108 -242	-69%	-$39.8K	0.01%	295
2020 Q1	$58K	Buy	350 +1	+0.3%	+$149	0.02%	175
2019 Q4	$47K	Buy	+349	New	+$48.6K	0.02%	237
2019 Q3	–	Sell	-51	Closed	-$6.77K	–	518
2019 Q2	$6.77K	Buy	+51	New	+$6.48K	﹤0.01%	258

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

Simon Quick Advisors's TLT Position: Q2 2026 in Review

Simon Quick Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 52% in Q2 2026, selling an estimated $259K and leaving 2,781 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #375.

Simon Quick Advisors first reported a position in TLT in Q2 2019 and has held it in 9 quarters since. The position peaked at $518K in Q3 2025. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Simon Quick Advisors held 2,781 shares of iShares 20+ Year Treasury Bond ETF worth $240K as of Q2 2026.
Simon Quick Advisors sold 3,013 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $259K.
iShares 20+ Year Treasury Bond ETF made up 0.01% of Simon Quick Advisors's portfolio in Q2 2026, its #375 holding.
Simon Quick Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2019 and has held it in 9 quarters since.
Simon Quick Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $518K in Q3 2025.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.