Stansberry Asset Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Stansberry Asset 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	$1.16M	Buy	13,445 +698	+5%	+$59.9K	0.11%	105
2026 Q1	$1.11M	Sell	12,747 -52,451	-80%	-$4.61M	0.11%	104
2025 Q4	$5.68M	Sell	65,198 -95,838	-60%	-$8.57M	0.58%	58
2025 Q3	$14.4M	Sell	161,036 -51,747	-24%	-$4.53M	1.51%	23
2025 Q2	$18.8M	Buy	+212,783	New	+$18.6M	2.05%	10

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

Stansberry Asset Management's TLT Position: Q2 2026 in Review

Stansberry Asset Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 5.5% in Q2 2026, buying an estimated $59.9K and bringing the position to 13,445 shares worth $1.16M. The position accounts for 0.11% of the portfolio, ranked #105.

Stansberry Asset Management first reported a position in TLT in Q2 2025 and has held it in 5 quarters since. The position peaked at $18.8M in Q2 2025. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Stansberry Asset Management held 13,445 shares of iShares 20+ Year Treasury Bond ETF worth $1.16M as of Q2 2026.
Stansberry Asset Management bought 698 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $59.9K.
iShares 20+ Year Treasury Bond ETF made up 0.11% of Stansberry Asset Management's portfolio in Q2 2026, its #105 holding.
Stansberry Asset Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
Stansberry Asset Management's iShares 20+ Year Treasury Bond ETF position peaked at $18.8M in Q2 2025.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Stansberry Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.