Surience Private Wealth’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Surience Private Wealth’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	$1.8M	Buy	20,801 +3,730	+22%	+$320K	1.58%	23
2026 Q1	$1.48M	Buy	+17,071	New	+$1.5M	1.59%	21
2025 Q4	–	Sell	-14,265	Closed	-$1.27M	–	43
2025 Q3	$1.27M	Buy	+14,265	New	+$1.25M	1.17%	20
2024 Q3	–	Sell	-15,097	Closed	-$1.39M	–	39
2024 Q2	$1.39M	Buy	+15,097	New	+$1.38M	1.78%	19
2024 Q1	–	Sell	-15,239	Closed	-$1.51M	–	40
2023 Q4	$1.51M	Buy	+15,239	New	+$1.38M	1.53%	19

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

Surience Private Wealth's TLT Position: Q2 2026 in Review

Surience Private Wealth increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 22% in Q2 2026, buying an estimated $320K and bringing the position to 20,801 shares worth $1.8M. The position accounts for 1.58% of the portfolio, ranked #23.

Surience Private Wealth first reported a position in TLT in Q4 2023 and has held it in 5 quarters since. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Surience Private Wealth held 20,801 shares of iShares 20+ Year Treasury Bond ETF worth $1.8M as of Q2 2026.
Surience Private Wealth bought 3,730 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $320K.
iShares 20+ Year Treasury Bond ETF made up 1.58% of Surience Private Wealth's portfolio in Q2 2026, its #23 holding.
Surience Private Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 5 quarters since.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Surience Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.