Strategic Investment Solutions’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Strategic Investment Solutions’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	$164K	Sell	1,898 -548	-22%	-$47.1K	0.04%	164
2026 Q1	$212K	Buy	2,446 +388	+19%	+$34.1K	0.05%	142
2025 Q4	$179K	Sell	2,058 -1,956	-49%	-$175K	0.04%	141
2025 Q3	$359K	Sell	4,014 -3,055	-43%	-$267K	0.09%	108
2025 Q2	$624K	Sell	7,069 -11,690	-62%	-$1.02M	0.19%	76
2025 Q1	$1.69M	Buy	18,759 +4,097	+28%	+$365K	0.49%	40
2024 Q4	$1.37M	Sell	14,662 -6,373	-30%	-$587K	0.46%	43
2024 Q3	$2.06M	Buy	21,035 +991	+5%	+$95.6K	0.62%	33
2024 Q2	$1.95M	Buy	+20,044	New	+$1.83M	0.63%	31
2023 Q4	$829K	Sell	8,381 -24,424	-74%	-$2.21M	0.14%	80
2023 Q3	$3.15M	Buy	32,805 +32,480	+9,994%	+$3.12M	0.04%	183
2023 Q2	$33.5K	Sell	325 -795	-71%	-$82.5K	0.01%	370
2023 Q1	$119K	Sell	1,120 -983	-47%	-$103K	0.02%	233
2022 Q4	$228K	Buy	+2,103	New	+$212K	0.11%	86

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

Strategic Investment Solutions's TLT Position: Q2 2026 in Review

Strategic Investment Solutions reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 22% in Q2 2026, selling an estimated $47.1K and leaving 1,898 shares worth $164K. The position accounts for 0.04% of the portfolio, ranked #164.

Strategic Investment Solutions first reported a position in TLT in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.15M in Q3 2023. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Strategic Investment Solutions held 1,898 shares of iShares 20+ Year Treasury Bond ETF worth $164K as of Q2 2026.
Strategic Investment Solutions sold 548 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $47.1K.
iShares 20+ Year Treasury Bond ETF made up 0.04% of Strategic Investment Solutions's portfolio in Q2 2026, its #164 holding.
Strategic Investment Solutions first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
Strategic Investment Solutions's iShares 20+ Year Treasury Bond ETF position peaked at $3.15M in Q3 2023.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.