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

Summit Financial Wealth Advisors’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	$2.02M	Buy	23,431 +8,452	+56%	+$726K	0.26%	56
2026 Q1	$1.3M	Buy	14,979 +9,171	+158%	+$806K	0.18%	66
2025 Q4	$506K	Hold	5,808	–	–	0.07%	107
2025 Q3	$519K	Buy	5,808 +578	+11%	+$50.6K	0.08%	103
2025 Q2	$462K	Buy	5,230 +1,730	+49%	+$151K	0.08%	101
2025 Q1	$319K	Hold	3,500	–	–	0.06%	110
2024 Q4	$309K	Hold	3,500	–	–	0.06%	115
2024 Q3	$343K	Hold	3,500	–	–	0.06%	107
2024 Q2	$321K	Buy	+3,500	New	+$319K	0.07%	101
2024 Q1	–	Sell	-2,050	Closed	-$203K	–	142
2023 Q4	$203K	Buy	+2,050	New	+$185K	0.05%	120

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 Wealth Advisors's TLT Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 56% in Q2 2026, buying an estimated $726K and bringing the position to 23,431 shares worth $2.02M. The position accounts for 0.26% of the portfolio, ranked #56.

Summit Financial Wealth Advisors first reported a position in TLT in Q4 2023 and has held it in 10 quarters since. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Summit Financial Wealth Advisors held 23,431 shares of iShares 20+ Year Treasury Bond ETF worth $2.02M as of Q2 2026.
Summit Financial Wealth Advisors bought 8,452 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $726K.
iShares 20+ Year Treasury Bond ETF made up 0.26% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #56 holding.
Summit Financial Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.