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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

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 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.