Summit Securities Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-45,800
| Closed | -$3.99M | – | 1365 |
|
|
2025
Q4 | $3.99M | Buy |
45,800
+34,300
| +298% | +$3.07M | 0.52% | 43 |
|
|
2025
Q3 | $1.03M | Buy |
11,500
+10,900
| +1,817% | +$953K | 0.21% | 105 |
|
|
2025
Q2 | $53K | Buy |
+600
| New | +$52.3K | 0.01% | 502 |
|
|
2024
Q4 | – | Sell |
-200
| Closed | -$20K | – | 887 |
|
|
2024
Q3 | $20K | Sell |
200
-800
| -80% | -$77.1K | 0.01% | 337 |
|
|
2024
Q2 | $92K | Buy |
+1,000
| New | +$91.1K | 0.02% | 224 |
|
|
2024
Q1 | – | Sell |
-400,000
| Closed | -$37.8M | – | 880 |
|
|
2023
Q4 | $39.6M | Buy |
400,000
+396,730
| +12,132% | +$35.8M | 3.57% | 7 |
|
|
2023
Q3 | $290K | Buy |
+3,270
| New | +$314K | 0.03% | 157 |
|
|
2022
Q3 | – | Sell |
-16,200
| Closed | -$1.82M | – | 1162 |
|
|
2022
Q2 | $1.86M | Buy |
16,200
+5,400
| +50% | +$636K | 0.23% | 77 |
|
|
2022
Q1 | $1.43M | Buy |
+10,800
| New | +$1.49M | 0.16% | 106 |
|
|
2021
Q2 | – | Sell |
-2,000
| Closed | -$271K | – | 871 |
|
|
2021
Q1 | $271K | Sell |
2,000
-4,100
| -67% | -$594K | 0.03% | 461 |
|
|
2020
Q4 | $962K | Buy |
6,100
+100
| +2% | +$15.9K | 0.08% | 239 |
|
|
2020
Q3 | $980K | Sell |
6,000
-17,397
| -74% | -$2.89M | 0.1% | 157 |
|
|
2020
Q2 | $3.83M | Buy |
23,397
+22,097
| +1,700% | +$3.64M | 0.48% | 40 |
|
|
2020
Q1 | $214K | Sell |
1,300
-2,300
| -64% | -$343K | 0.04% | 246 |
|
|
2019
Q4 | $488K | Buy |
+3,600
| New | +$501K | 0.04% | 286 |
|
|
2019
Q2 | – | Sell |
-4,100
| Closed | -$518K | – | 387 |
|
|
2019
Q1 | $518K | Buy |
+4,100
| New | +$499K | 0.09% | 112 |
|
|
2018
Q3 | – | Sell |
-12,200
| Closed | -$1.49M | – | 263 |
|
|
2018
Q2 | $1.49M | Buy |
12,200
+6,300
| +107% | +$754K | 0.21% | 59 |
|
|
2018
Q1 | $719K | Buy |
+5,900
| New | +$713K | 0.18% | 71 |
|
|
2017
Q4 | – | Sell |
-34,200
| Closed | -$4.27M | – | 253 |
|
|
2017
Q3 | $4.27M | Buy |
34,200
+1,653
| +5% | +$208K | 0.73% | 19 |
|
|
2017
Q2 | $4.07M | Buy |
32,547
+22,147
| +213% | +$2.74M | 0.73% | 15 |
|
|
2017
Q1 | $1.25M | Buy |
+10,400
| New | +$1.25M | 0.36% | 56 |
|
|
2016
Q4 | – | Sell |
-15,910
| Closed | -$2.19M | – | 318 |
|
|
2016
Q3 | $2.19M | Sell |
15,910
-62,690
| -80% | -$8.7M | 0.74% | 22 |
|
|
2016
Q2 | $10.9M | Buy |
78,600
+63,400
| +417% | +$8.36M | 5.83% | 2 |
|
|
2016
Q1 | $1.99M | Buy |
+15,200
| New | +$1.95M | 1.39% | 16 |
|
|
2015
Q4 | – | Sell |
-6,500
| Closed | -$803K | – | 436 |
|
|
2015
Q3 | $803K | Buy |
+6,500
| New | +$789K | 0.58% | 32 |
|
|
2015
Q2 | – | Sell |
-3,500
| Closed | -$457K | – | 585 |
|
|
2015
Q1 | $457K | Buy |
3,500
+400
| +13% | +$52.2K | 0.34% | 45 |
|
|
2014
Q4 | $390K | Sell |
3,100
-45,800
| -94% | -$5.55M | 0.11% | 132 |
|
|
2014
Q3 | $5.69M | Buy |
48,900
+15,900
| +48% | +$1.83M | 1.65% | 15 |
|
|
2014
Q2 | $3.75M | Sell |
33,000
-41,900
| -56% | -$4.67M | 1.28% | 19 |
|
|
2014
Q1 | $8.17M | Buy |
74,900
+37,700
| +101% | +$4.02M | 4.89% | 3 |
|
|
2013
Q4 | $3.79M | Buy |
37,200
+36,700
| +7,340% | +$3.84M | 0.66% | 30 |
|
|
2013
Q3 | $53K | Hold |
500
| – | – | 0.02% | 181 |
|
|
2013
Q2 | $55K | Buy |
+500
| New | +$58.7K | 0.03% | 176 |
|
Other funds holding TLT
Summit Securities Group's TLT Position: Q1 2026 in Review
Summit Securities Group sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2026, closing a stake of 45,800 shares — an estimated $3.99M sold.
Summit Securities Group first reported a position in TLT in Q2 2013 and held it in 33 quarters. The position peaked at $39.6M in Q4 2023. 1,086 funds tracked by Wall St. Rank hold TLT as of Q1 2026.
- Summit Securities Group reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
- Summit Securities Group sold 45,800 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $3.99M.
- Summit Securities Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2013 and held it in 33 quarters.
- Summit Securities Group's iShares 20+ Year Treasury Bond ETF position peaked at $39.6M in Q4 2023.
- 1,086 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.
Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.