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 Q2	$1.09M	Buy	12,602 +134	+1%	+$11.5K	0.74%	17
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 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

Summit Financial Consulting's TLT Position: Q2 2026 in Review

Summit Financial Consulting increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1.1% in Q2 2026, buying an estimated $11.5K and bringing the position to 12,602 shares worth $1.09M. The position accounts for 0.74% of the portfolio, ranked #17.

Summit Financial Consulting first reported a position in TLT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.16M in Q3 2025. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Summit Financial Consulting held 12,602 shares of iShares 20+ Year Treasury Bond ETF worth $1.09M as of Q2 2026.
Summit Financial Consulting bought 134 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $11.5K.
iShares 20+ Year Treasury Bond ETF made up 0.74% of Summit Financial Consulting's portfolio in Q2 2026, its #17 holding.
Summit Financial Consulting first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
Summit Financial Consulting's iShares 20+ Year Treasury Bond ETF position peaked at $1.16M in Q3 2025.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Summit Financial Consulting's 13F filing for Q2 2026, filed 7 Aug 2026.