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

Summit Wealth 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
2026
Q2 		$580K Sell
6,712
-550
-8% -$47.2K 0.12% 71
2026
Q1 		$630K Sell
7,262
-664
-8% -$58.4K 0.14% 64
2025
Q4 		$691K Sell
7,926
-333
-4% -$29.8K 0.16% 59
2025
Q3 		$738K Sell
8,259
-69
-0.8% -$6.04K 0.18% 52
2025
Q2 		$735K Sell
8,328
-31,764
-79% -$2.77M 0.19% 50
2025
Q1 		$3.65M Sell
40,092
-6,401
-14% -$570K 1.07% 24
2024
Q4 		$4.06M Buy
46,493
+2,606
+6% +$240K 1.18% 23
2024
Q3 		$4.3M Buy
43,887
+4,524
+11% +$436K 1.24% 22
2024
Q2 		$3.61M Buy
+39,363
New +$3.59M 1.08% 22
2023
Q3 		– Sell
-19,791
Closed -$2.04M – 70
2023
Q2 		$2.04M Buy
19,791
+19,603
+10,427% +$2.03M 0.82% 21
2023
Q1 		$20K Buy
+188
New +$19.7K 0.48% 32
2021
Q4 		– Sell
-1,424
Closed -$206K – 48
2021
Q3 		$206K Buy
+1,424
New +$211K 0.33% 42
2021
Q1 		– Sell
-8,914
Closed -$1.41M – 211
2020
Q4 		$1.41M Buy
+8,914
New +$1.42M 0.88% 23

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 Wealth Group's TLT Position: Q2 2026 in Review

Summit Wealth Group reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 7.6% in Q2 2026, selling an estimated $47.2K and leaving 6,712 shares worth $580K. The position accounts for 0.12% of the portfolio, ranked #71.

Summit Wealth Group first reported a position in TLT in Q4 2020 and has held it in 13 quarters since. The position peaked at $4.3M in Q3 2024. 1,046 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Summit Wealth Group held 6,712 shares of iShares 20+ Year Treasury Bond ETF worth $580K as of Q2 2026.
  • Summit Wealth Group sold 550 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $47.2K.
  • iShares 20+ Year Treasury Bond ETF made up 0.12% of Summit Wealth Group's portfolio in Q2 2026, its #71 holding.
  • Summit Wealth Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2020 and has held it in 13 quarters since.
  • Summit Wealth Group's iShares 20+ Year Treasury Bond ETF position peaked at $4.3M in Q3 2024.
  • 1,046 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.