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

SpringVest 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	–	Sell	-2,580	Closed	-$224K	–	76
2026 Q1	$224K	Hold	2,580	–	–	0.15%	65
2025 Q4	$225K	Sell	2,580 -320	-11%	-$28.6K	0.16%	64
2025 Q3	$259K	Sell	2,900 -562	-16%	-$49.2K	0.19%	57
2025 Q2	$306K	Sell	3,462 -7,015	-67%	-$612K	0.25%	50
2025 Q1	$954K	Sell	10,477 -310	-3%	-$27.6K	0.79%	23
2024 Q4	$942K	Buy	+10,787	New	+$993K	0.81%	22

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

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

SpringVest Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 2,580 shares — an estimated $224K sold.

SpringVest Wealth Management first reported a position in TLT in Q4 2024 and held it in 6 quarters. The position peaked at $954K in Q1 2025. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

SpringVest Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
SpringVest Wealth Management sold 2,580 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $224K.
SpringVest Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and held it in 6 quarters.
SpringVest Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $954K in Q1 2025.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on SpringVest Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.