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 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	Sell	19,791 -2,080,214	-99%	-$216M	0.82%	21
2023 Q1	$20K	Buy	+2,100,005	New	+$220M	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 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 Wealth Group's TLT Position: Q1 2026 in Review

Summit Wealth Group reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 8.4% in Q1 2026, selling an estimated $58.4K and leaving 7,262 shares worth $630K. The position accounts for 0.14% of the portfolio, ranked #64.

Summit Wealth Group first reported a position in TLT in Q4 2020 and has held it in 12 quarters since. The position peaked at $4.3M in Q3 2024. 1,088 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

Summit Wealth Group held 7,262 shares of iShares 20+ Year Treasury Bond ETF worth $630K as of Q1 2026.
Summit Wealth Group sold 664 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $58.4K.
iShares 20+ Year Treasury Bond ETF made up 0.14% of Summit Wealth Group's portfolio in Q1 2026, its #64 holding.
Summit Wealth Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2020 and has held it in 12 quarters since.
Summit Wealth Group's iShares 20+ Year Treasury Bond ETF position peaked at $4.3M in Q3 2024.
1,088 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.