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Summer Road’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Summer Road’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
-370
Closed -$32.1K – 25
2026
Q1 		$32.1K Buy
370
+200
+118% +$17.6K 0.02% 17
2025
Q4 		$14.8K Hold
170
– – 0.01% 19
2025
Q3 		$15.2K Buy
170
+150
+750% +$13.1K 0.01% 16
2025
Q2 		$1.89K Hold
20
– – ﹤0.01% 24
2025
Q1 		$1.89K Hold
20
– – ﹤0.01% 25
2024
Q4 		$1.89K Buy
+20
New +$1.84K ﹤0.01% 23
2024
Q3 		– Sell
-20
Closed -$1.84K – 31
2024
Q2 		$1.84K Buy
+20
New +$1.82K ﹤0.01% 28

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

Summer Road's TLT Position: Q2 2026 in Review

Summer Road sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 370 shares — an estimated $32.1K sold.

Summer Road first reported a position in TLT in Q2 2024 and held it in 7 quarters. The position peaked at $32.1K in Q1 2026. 1,041 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Summer Road reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Summer Road sold 370 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $32.1K.
  • Summer Road first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2024 and held it in 7 quarters.
  • Summer Road's iShares 20+ Year Treasury Bond ETF position peaked at $32.1K in Q1 2026.
  • 1,041 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Summer Road's 13F filing for Q2 2026, filed 10 Aug 2026.