Sloy Dahl & Holst’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Sloy Dahl & Holst’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	$442K	Hold	5,115	–	–	0.05%	75
2026 Q1	$443K	Buy	5,115 +455	+10%	+$40K	0.06%	67
2025 Q4	$406K	Sell	4,660 -590	-11%	-$52.8K	0.05%	76
2025 Q3	$469K	Hold	5,250	–	–	0.05%	70
2025 Q2	$463K	Buy	5,250 +2,580	+97%	+$225K	0.06%	66
2025 Q1	$243K	Buy	+2,670	New	+$238K	0.04%	92
2024 Q4	–	Sell	-2,405	Closed	-$236K	–	113
2024 Q3	$236K	Hold	2,405	–	–	0.04%	88
2024 Q2	$221K	Buy	2,405 +55	+2%	+$5.01K	0.05%	83
2024 Q1	$222K	Buy	2,350 +165	+8%	+$15.6K	0.05%	81
2023 Q4	$216K	Buy	+2,185	New	+$197K	0.04%	81

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

Sloy Dahl & Holst's TLT Position: Q2 2026 in Review

Sloy Dahl & Holst held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2026 at 5,115 shares worth $442K. The position accounts for 0.05% of the portfolio, ranked #75.

Sloy Dahl & Holst first reported a position in TLT in Q4 2023 and has held it in 10 quarters since. The position peaked at $469K in Q3 2025. 1,043 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Sloy Dahl & Holst held 5,115 shares of iShares 20+ Year Treasury Bond ETF worth $442K as of Q2 2026.
Sloy Dahl & Holst left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 20+ Year Treasury Bond ETF made up 0.05% of Sloy Dahl & Holst's portfolio in Q2 2026, its #75 holding.
Sloy Dahl & Holst first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
Sloy Dahl & Holst's iShares 20+ Year Treasury Bond ETF position peaked at $469K in Q3 2025.
1,043 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Sloy Dahl & Holst's 13F filing for Q2 2026, filed 13 Aug 2026.