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

Summit Global Investments’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 		$326K Sell
3,762
-1,161
-24% -$102K 0.02% 402
2025
Q4 		$429K Sell
4,923
-2,373
-33% -$212K 0.03% 358
2025
Q3 		$652K Sell
7,296
-1,998
-21% -$175K 0.04% 257
2025
Q2 		$820K Sell
9,294
-6,989
-43% -$609K 0.05% 231
2025
Q1 		$1.48M Sell
16,283
-134,789
-89% -$12M 0.11% 115
2024
Q4 		$13.2M Buy
151,072
+8,190
+6% +$754K 0.83% 24
2024
Q3 		$14M Buy
142,882
+11,882
+9% +$1.15M 0.89% 22
2024
Q2 		$12M Buy
131,000
+13,433
+11% +$1.22M 0.81% 25
2024
Q1 		$11.1M Buy
+117,567
New +$11.1M 0.83% 31
2023
Q1 		– Sell
-26,216
Closed -$2.61M – 578
2022
Q4 		$2.61M Buy
+26,216
New +$2.64M 0.22% 115
2022
Q1 		– Sell
-1,525
Closed -$226K – 559
2021
Q4 		$226K Buy
1,525
+96
+7% +$14.1K 0.01% 484
2021
Q3 		$206K Sell
1,429
-16
-1% -$2.38K 0.02% 436
2021
Q2 		$209K Sell
1,445
-1,008,314
-100% -$141M 0.01% 529
2021
Q1 		$137M Buy
+1,009,759
New +$146M 8.76% 2

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 Global Investments's TLT Position: Q1 2026 in Review

Summit Global Investments reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 24% in Q1 2026, selling an estimated $102K and leaving 3,762 shares worth $326K. The position accounts for 0.02% of the portfolio, ranked #402.

Summit Global Investments first reported a position in TLT in Q1 2021 and has held it in 14 quarters since. The position peaked at $137M in Q1 2021. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Summit Global Investments held 3,762 shares of iShares 20+ Year Treasury Bond ETF worth $326K as of Q1 2026.
  • Summit Global Investments sold 1,161 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $102K.
  • iShares 20+ Year Treasury Bond ETF made up 0.02% of Summit Global Investments's portfolio in Q1 2026, its #402 holding.
  • Summit Global Investments first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2021 and has held it in 14 quarters since.
  • Summit Global Investments's iShares 20+ Year Treasury Bond ETF position peaked at $137M in Q1 2021.
  • 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.