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

SteelPeak Wealth’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 		$327K Sell
3,786
-1,664
-31% -$143K 0.01% 505
2026
Q1 		$472K Sell
5,450
-14,602
-73% -$1.28M 0.01% 387
2025
Q4 		$1.75M Buy
20,052
+16,347
+441% +$1.46M 0.06% 223
2025
Q3 		$331K Buy
3,705
+118
+3% +$10.3K 0.01% 444
2025
Q2 		$317K Sell
3,587
-299
-8% -$26.1K 0.01% 413
2025
Q1 		$354K Sell
3,886
-68,863
-95% -$6.13M 0.01% 396
2024
Q4 		$6.35M Buy
72,749
+14,464
+25% +$1.33M 0.26% 79
2024
Q3 		$5.72M Sell
58,285
-17,081
-23% -$1.65M 0.25% 82
2024
Q2 		$6.92M Buy
75,366
+8,774
+13% +$799K 0.32% 72
2024
Q1 		$6.3M Buy
66,592
+4,392
+7% +$415K 0.32% 67
2023
Q4 		$6.15M Sell
62,200
-36,269
-37% -$3.28M 0.36% 73
2023
Q3 		$8.73M Buy
98,469
+92,715
+1,611% +$8.91M 0.55% 44
2023
Q2 		$592K Buy
5,754
+3,743
+186% +$388K 0.04% 224
2023
Q1 		$214K Sell
2,011
-30,092
-94% -$3.15M 0.01% 340
2022
Q4 		$3.2M Buy
32,103
+28,809
+875% +$2.9M 0.23% 88
2022
Q3 		$337K Buy
+3,294
New +$371K 0.03% 308
2021
Q3 		– Sell
-2,291
Closed -$331K – 476
2021
Q2 		$331K Sell
2,291
-1,103
-32% -$154K 0.02% 324
2021
Q1 		$460K Sell
3,394
-2,596
-43% -$376K 0.04% 238
2020
Q4 		$945K Sell
5,990
-7,742
-56% -$1.23M 0.09% 165
2020
Q3 		$2.24M Buy
13,732
+676
+5% +$112K 0.24% 86
2020
Q2 		$2.14M Sell
13,056
-14,238
-52% -$2.34M 0.27% 83
2020
Q1 		$4.5M Sell
27,294
-3,251
-11% -$485K 0.71% 39
2019
Q4 		$4.14M Buy
+30,545
New +$4.25M 0.57% 51

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

SteelPeak Wealth's TLT Position: Q2 2026 in Review

SteelPeak Wealth reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 31% in Q2 2026, selling an estimated $143K and leaving 3,786 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #505.

SteelPeak Wealth first reported a position in TLT in Q4 2019 and has held it in 23 quarters since. The position peaked at $8.73M in Q3 2023. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • SteelPeak Wealth held 3,786 shares of iShares 20+ Year Treasury Bond ETF worth $327K as of Q2 2026.
  • SteelPeak Wealth sold 1,664 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $143K.
  • iShares 20+ Year Treasury Bond ETF made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #505 holding.
  • SteelPeak Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and has held it in 23 quarters since.
  • SteelPeak Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $8.73M in Q3 2023.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.