SW
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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
2025
Q2 		– Hold
0
– -$91K – 657
2025
Q1 		– Hold
0
– – – 517
2024
Q4 		– Hold
0
– – – 317
2024
Q2 		– Hold
0
– -$284K – 601
2024
Q1 		– Hold
0
– – – 374

Other funds holding TLT

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
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 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. 449 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.
  • 449 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.