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

Spire Wealth Management’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 		$929K Sell
10,746
-17,075
-61% -$1.47M 0.03% 404
2026
Q1 		$2.41M Buy
27,821
+4,559
+20% +$401K 0.08% 226
2025
Q4 		$2.03M Sell
23,262
-888
-4% -$79.4K 0.07% 251
2025
Q3 		$2.16M Sell
24,150
-60,058
-71% -$5.25M 0.07% 219
2025
Q2 		$7.43M Sell
84,208
-40,565
-33% -$3.54M 0.27% 75
2025
Q1 		$11.4M Buy
124,773
+91,534
+275% +$8.15M 0.36% 58
2024
Q4 		$2.9M Sell
33,239
-12,840
-28% -$1.18M 0.09% 191
2024
Q3 		$4.52M Buy
46,079
+19,649
+74% +$1.89M 0.15% 124
2024
Q2 		$2.43M Sell
26,430
-23,710
-47% -$2.16M 0.09% 204
2024
Q1 		$4.74M Sell
50,140
-754
-1% -$71.3K 0.09% 166
2023
Q4 		$4.79M Sell
50,894
-5,603
-10% -$506K 0.16% 150
2023
Q3 		$5.01M Buy
56,497
+11,775
+26% +$1.13M 0.19% 105
2023
Q2 		$4.6M Buy
44,722
+16,980
+61% +$1.76M 0.17% 114
2023
Q1 		$2.95M Buy
27,742
+10,996
+66% +$1.15M 0.11% 169
2022
Q4 		$1.67M Buy
16,746
+4,818
+40% +$485K 0.09% 171
2022
Q3 		$1.22M Sell
11,928
-542
-4% -$61K 0.07% 183
2022
Q2 		$1.43M Sell
12,470
-369
-3% -$43.5K 0.06% 262
2022
Q1 		$1.7M Sell
12,839
-966
-7% -$133K 0.05% 300
2021
Q4 		$2.05M Sell
13,805
-2,578
-16% -$380K 0.05% 307
2021
Q3 		$2.36M Sell
16,383
-1,645
-9% -$244K 0.06% 258
2021
Q2 		$2.6M Sell
18,028
-18,043
-50% -$2.52M 0.07% 244
2021
Q1 		$4.61M Buy
+36,071
New +$5.23M 0.12% 171

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

Spire Wealth Management's TLT Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 61% in Q2 2026, selling an estimated $1.47M and leaving 10,746 shares worth $929K. The position accounts for 0.03% of the portfolio, ranked #404.

Spire Wealth Management first reported a position in TLT in Q1 2021 and has held it in 22 quarters since. The position peaked at $11.4M in Q1 2025. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Spire Wealth Management held 10,746 shares of iShares 20+ Year Treasury Bond ETF worth $929K as of Q2 2026.
  • Spire Wealth Management sold 17,075 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $1.47M.
  • iShares 20+ Year Treasury Bond ETF made up 0.03% of Spire Wealth Management's portfolio in Q2 2026, its #404 holding.
  • Spire Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $11.4M in Q1 2025.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.