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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
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 $1.37T 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's TLT Position: Q1 2026 in Review

Summit Financial reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 4.4% in Q1 2026, selling an estimated $1.45M and leaving 355,054 shares worth $30.8M. The position accounts for 0.39% of the portfolio, ranked #45.

Summit Financial first reported a position in TLT in Q1 2023 and has held it in 13 quarters since. The position peaked at $44M in Q2 2025. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Summit Financial held 355,054 shares of iShares 20+ Year Treasury Bond ETF worth $30.8M as of Q1 2026.
  • Summit Financial sold 16,449 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $1.45M.
  • iShares 20+ Year Treasury Bond ETF made up 0.39% of Summit Financial's portfolio in Q1 2026, its #45 holding.
  • Summit Financial first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • Summit Financial's iShares 20+ Year Treasury Bond ETF position peaked at $44M in Q2 2025.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.