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Sound Income Strategies’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Sound Income Strategies’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
2021
Q1 		– Sell
-500
Closed -$2K – 1052
2020
Q4 		$2K Buy
+500
New +$79.4K ﹤0.01% 735

Other funds holding TLT

BlackRock
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Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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.