Summit Securities Group
TLT icon

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

Summit Securities Group’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
2022
Q4 		– Sell
-5,000
Closed -$512K – 1371
2022
Q3 		$512K Buy
+5,000
New +$563K 0.04% 244
2014
Q4 		– Sell
-291
Closed -$88K – 725
2014
Q3 		$88K Buy
+291
New +$33.5K 0.03% 320

Other funds holding TLT

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $38.4B AUM 89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.87B AUM 14.02% 1-Year Est. Return

Summit Securities Group's TLT Position: Q3 2026 in Review

Summit Securities Group sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2026, closing a stake of 62,200 shares — an estimated $5.38M sold.

Summit Securities Group first reported a position in TLT in Q2 2013 and held it in 34 quarters. The position peaked at $39.6M in Q4 2023. 894 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • Summit Securities Group reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Summit Securities Group sold 62,200 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $5.38M.
  • Summit Securities Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2013 and held it in 34 quarters.
  • Summit Securities Group's iShares 20+ Year Treasury Bond ETF position peaked at $39.6M in Q4 2023.
  • 894 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.