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

Summit Financial’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 		$3.57M Sell
41,346
-313,708
-88% -$26.9M 0.04% 442
2026
Q1 		$30.8M Sell
355,054
-16,449
-4% -$1.45M 0.39% 45
2025
Q4 		$32.4M Sell
371,503
-82,808
-18% -$7.4M 0.48% 34
2025
Q3 		$40.6M Sell
454,311
-43,775
-9% -$3.83M 0.62% 24
2025
Q2 		$44M Buy
498,086
+187,427
+60% +$16.3M 0.99% 16
2025
Q1 		$28.3M Buy
310,659
+218,171
+236% +$19.4M 0.79% 23
2024
Q4 		$8.08M Sell
92,488
-37,020
-29% -$3.41M 0.28% 63
2024
Q3 		$12.7M Sell
129,508
-9,931
-7% -$958K 0.5% 37
2024
Q2 		$12.8M Buy
139,439
+37,172
+36% +$3.39M 0.58% 24
2024
Q1 		$9.68M Buy
102,267
+33,996
+50% +$3.22M 0.57% 22
2023
Q4 		$6.75M Sell
68,271
-14,036
-17% -$1.27M 0.44% 31
2023
Q3 		$7.3M Buy
82,307
+1,536
+2% +$148K 0.54% 24
2023
Q2 		$8.31M Buy
80,771
+78,416
+3,330% +$8.13M 0.61% 21
2023
Q1 		$251K Buy
+2,355
New +$246K 0.02% 225

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

Summit Financial's TLT Position: Q2 2026 in Review

Summit Financial reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 88% in Q2 2026, selling an estimated $26.9M and leaving 41,346 shares worth $3.57M. The position accounts for 0.04% of the portfolio, ranked #442.

Summit Financial first reported a position in TLT in Q1 2023 and has held it in 14 quarters since. The position peaked at $44M in Q2 2025. 1,045 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Summit Financial held 41,346 shares of iShares 20+ Year Treasury Bond ETF worth $3.57M as of Q2 2026.
  • Summit Financial sold 313,708 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $26.9M.
  • iShares 20+ Year Treasury Bond ETF made up 0.04% of Summit Financial's portfolio in Q2 2026, its #442 holding.
  • Summit Financial first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Summit Financial's iShares 20+ Year Treasury Bond ETF position peaked at $44M in Q2 2025.
  • 1,045 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.