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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 $1.55T 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 Securities Group's TLT Position: Q2 2026 in Review

Summit Securities Group opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 62,200 shares worth $5.38M. The stake represents 0.51% of the portfolio and ranks #32 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in TLT as recently as Q4 2025.

Summit Securities Group first reported a position in TLT in Q2 2013 and has held it in 34 quarters since. The position peaked at $39.6M in Q4 2023. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Summit Securities Group held 62,200 shares of iShares 20+ Year Treasury Bond ETF worth $5.38M as of Q2 2026.
  • iShares 20+ Year Treasury Bond ETF was a new Summit Securities Group position in Q2 2026.
  • iShares 20+ Year Treasury Bond ETF made up 0.51% of Summit Securities Group's portfolio in Q2 2026, its #32 holding.
  • Summit Securities Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2013 and has held it in 34 quarters since.
  • Summit Securities Group's iShares 20+ Year Treasury Bond ETF position peaked at $39.6M in Q4 2023.
  • 1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

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