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
2024 Q2	–	Sell	-5,000	Closed	-$473K	–	794
2024 Q1	$473K	Sell	5,000 -395,000	-99%	-$37.4M	0.08%	98
2023 Q4	$39.6M	Buy	+400,000	New	+$36.1M	3.57%	8
2023 Q2	–	Sell	-16,000	Closed	-$1.7M	–	1092
2023 Q1	$1.7M	Sell	16,000 -2,000	-11%	-$209K	0.14%	70
2022 Q4	$1.79M	Buy	+18,000	New	+$1.81M	0.07%	128
2021 Q1	–	Sell	-23	Closed	-$363K	–	768
2020 Q4	$363K	Hold	23	–	–	0.03%	419
2020 Q3	$375K	Hold	23	–	–	0.04%	253
2020 Q2	$377K	Buy	+23	New	+$3.79K	0.05%	282
2015 Q2	–	Sell	-100	Closed	-$2K	–	586
2015 Q1	$2K	Buy	+100	New	+$13.1K	﹤0.01%	342
2014 Q1	–	Sell	-374	Closed	-$14K	–	575
2013 Q4	$14K	Buy	+374	New	+$39.2K	﹤0.01%	333

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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.