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

Simplicity Wealth’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 		$24.8M Buy
287,153
+4,241
+1% +$364K 0.84% 17
2026
Q1 		$24.5M Buy
282,912
+40,018
+16% +$3.52M 1.39% 11
2025
Q4 		$21.2M Buy
242,894
+19,730
+9% +$1.76M 1.26% 12
2025
Q3 		$19.9M Buy
223,164
+61,404
+38% +$5.37M 1.15% 13
2025
Q2 		$14.3M Buy
161,760
+149,014
+1,169% +$13M 0.59% 31
2025
Q1 		$1.16M Buy
+12,746
New +$1.13M 0.09% 227
2024
Q4 		– Sell
-22,248
Closed -$2.18M – 499
2024
Q3 		$2.18M Sell
22,248
-10,494
-32% -$1.01M 0.2% 106
2024
Q2 		$3.01M Buy
32,742
+6,124
+23% +$558K 0.07% 274
2024
Q1 		$2.52M Sell
26,618
-824
-3% -$77.9K 0.06% 304
2023
Q4 		$2.71M Buy
27,442
+11,625
+73% +$1.05M 1.05% 24
2023
Q3 		$1.4M Buy
+15,817
New +$1.52M 0.82% 26

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

Simplicity Wealth's TLT Position: Q2 2026 in Review

Simplicity Wealth increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1.5% in Q2 2026, buying an estimated $364K and bringing the position to 287,153 shares worth $24.8M. The position accounts for 0.84% of the portfolio, ranked #17.

Simplicity Wealth first reported a position in TLT in Q3 2023 and has held it in 11 quarters since. 1,041 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Simplicity Wealth held 287,153 shares of iShares 20+ Year Treasury Bond ETF worth $24.8M as of Q2 2026.
  • Simplicity Wealth bought 4,241 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $364K.
  • iShares 20+ Year Treasury Bond ETF made up 0.84% of Simplicity Wealth's portfolio in Q2 2026, its #17 holding.
  • Simplicity Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • 1,041 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.