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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
Q2 		– Sell
-3,762
Closed -$326K – 557
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 $1.55T 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 Global Investments's TLT Position: Q2 2026 in Review

Summit Global Investments sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 3,762 shares — an estimated $326K sold.

Summit Global Investments first reported a position in TLT in Q1 2021 and held it in 14 quarters. The position peaked at $137M in Q1 2021. 1,043 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Summit Global Investments reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Summit Global Investments sold 3,762 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $326K.
  • Summit Global Investments first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2021 and held it in 14 quarters.
  • Summit Global Investments's iShares 20+ Year Treasury Bond ETF position peaked at $137M in Q1 2021.
  • 1,043 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.