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 $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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.