Sound Income Strategies’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-3,425
| Closed | -$295K | – | 2216 |
|
|
2026
Q1 | $295K | Buy |
3,425
+1,603
| +88% | +$141K | 0.01% | 329 |
|
|
2025
Q4 | $160K | Buy |
1,822
+1,433
| +368% | +$128K | 0.01% | 472 |
|
|
2025
Q3 | $34.7K | Sell |
389
-457
| -54% | -$40K | ﹤0.01% | 658 |
|
|
2025
Q2 | $74.7K | Sell |
846
-984
| -54% | -$85.8K | ﹤0.01% | 442 |
|
|
2025
Q1 | $167K | Sell |
1,830
-833
| -31% | -$74.2K | 0.01% | 312 |
|
|
2024
Q4 | $233K | Buy |
2,663
+584
| +28% | +$53.8K | 0.01% | 225 |
|
|
2024
Q3 | $204K | Sell |
2,079
-1,810
| -47% | -$175K | 0.01% | 244 |
|
|
2024
Q2 | $357K | Sell |
3,889
-18,646
| -83% | -$1.7M | 0.02% | 177 |
|
|
2024
Q1 | $2.13M | Buy |
22,535
+17,935
| +390% | +$1.7M | 0.16% | 98 |
|
|
2023
Q4 | $455K | Buy |
4,600
+2,092
| +83% | +$189K | 0.04% | 140 |
|
|
2023
Q3 | $222K | Buy |
2,508
+1,988
| +382% | +$191K | 0.02% | 143 |
|
|
2023
Q2 | $53.5K | Buy |
520
+1
| +0.2% | +$104 | 0.01% | 292 |
|
|
2023
Q1 | $55.2K | Buy |
519
+1
| +0.2% | +$105 | 0.01% | 273 |
|
|
2022
Q4 | $51.5K | Sell |
518
-3,599
| -87% | -$363K | 0.01% | 254 |
|
|
2022
Q3 | $422K | Buy |
4,117
+3,402
| +476% | +$383K | 0.06% | 102 |
|
|
2022
Q2 | $82K | Hold |
715
| – | – | 0.01% | 180 |
|
|
2022
Q1 | $94K | Buy |
715
+4
| +0.6% | +$552 | 0.01% | 178 |
|
|
2021
Q4 | $105K | Buy |
711
+31
| +5% | +$4.57K | 0.01% | 171 |
|
|
2021
Q3 | $98K | Buy |
680
+43
| +7% | +$6.38K | 0.01% | 172 |
|
|
2021
Q2 | $92K | Buy |
637
+210
| +49% | +$29.3K | 0.01% | 182 |
|
|
2021
Q1 | $57.8K | Buy |
427
+3
| +0.7% | +$435 | 0.01% | 203 |
|
|
2020
Q4 | $67K | Hold |
424
| – | – | 0.01% | 181 |
|
|
2020
Q3 | $69K | Hold |
424
| – | – | 0.02% | 155 |
|
|
2020
Q2 | $70K | Hold |
424
| – | – | 0.02% | 126 |
|
|
2020
Q1 | $70K | Buy |
424
+420
| +10,500% | +$62.6K | 0.02% | 104 |
|
|
2019
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 668 |
|
|
2019
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 631 |
|
|
2019
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 631 |
|
|
2019
Q1 | $1K | Sell |
4
-51
| -93% | -$6.2K | ﹤0.01% | 634 |
|
|
2018
Q4 | $7K | Buy |
55
+17
| +45% | +$1.97K | ﹤0.01% | 398 |
|
|
2018
Q3 | $4K | Sell |
38
-2
| -5% | -$240 | ﹤0.01% | 481 |
|
|
2018
Q2 | $5K | Sell |
40
-1,030
| -96% | -$123K | ﹤0.01% | 429 |
|
|
2018
Q1 | $130K | Buy |
1,070
+1,068
| +53,400% | +$129K | 0.09% | 61 |
|
|
2017
Q4 | $0 | Buy |
+2
| New | +$251 | ﹤0.01% | 581 |
|
Other funds holding TLT
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Sound Income Strategies's TLT Position: Q2 2026 in Review
Sound Income Strategies sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 3,425 shares — an estimated $295K sold.
Sound Income Strategies first reported a position in TLT in Q4 2017 and held it in 34 quarters. The position peaked at $2.13M in Q1 2024. 735 funds tracked by Wall St. Rank hold TLT as of Q2 2026.
- Sound Income Strategies reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
- Sound Income Strategies sold 3,425 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $295K.
- Sound Income Strategies first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2017 and held it in 34 quarters.
- Sound Income Strategies's iShares 20+ Year Treasury Bond ETF position peaked at $2.13M in Q1 2024.
- 735 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.
Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.