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Summit Financial Consulting’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Summit Financial Consulting’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
Q1 		$1.08M Buy
12,468
+401
+3% +$35.3K 0.77% 15
2025
Q4 		$1.05M Sell
12,067
-883
-7% -$79K 0.76% 16
2025
Q3 		$1.16M Sell
12,950
-56
-0.4% -$4.9K 0.92% 14
2025
Q2 		$1.15M Buy
13,006
+332
+3% +$28.9K 1.03% 13
2025
Q1 		$1.15M Buy
+12,674
New +$1.13M 1.07% 14

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Summit Financial Consulting's TLT Position: Q1 2026 in Review

Summit Financial Consulting increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 3.3% in Q1 2026, buying an estimated $35.3K and bringing the position to 12,468 shares worth $1.08M. The position accounts for 0.77% of the portfolio, ranked #15.

Summit Financial Consulting first reported a position in TLT in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.16M in Q3 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Summit Financial Consulting held 12,468 shares of iShares 20+ Year Treasury Bond ETF worth $1.08M as of Q1 2026.
  • Summit Financial Consulting bought 401 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $35.3K.
  • iShares 20+ Year Treasury Bond ETF made up 0.77% of Summit Financial Consulting's portfolio in Q1 2026, its #15 holding.
  • Summit Financial Consulting first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Summit Financial Consulting's iShares 20+ Year Treasury Bond ETF position peaked at $1.16M in Q3 2025.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Summit Financial Consulting's 13F filing for Q1 2026, filed 10 Apr 2026.