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Synergy Investment Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Synergy Investment Management’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 		$20K Buy
231
+2
+0.9% +$172 ﹤0.01% 518
2026
Q1 		$19.9K Buy
+229
New +$20.1K 0.01% 405
2025
Q2 		– Sell
-96,682
Closed -$8.8M – 519
2025
Q1 		$8.8M Buy
96,682
+15,889
+20% +$1.41M 3.67% 5
2024
Q4 		$7.06M Buy
+80,793
New +$7.44M 3.03% 6

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

Synergy Investment Management's TLT Position: Q2 2026 in Review

Synergy Investment Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.87% in Q2 2026, buying an estimated $172 and bringing the position to 231 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Synergy Investment Management first reported a position in TLT in Q4 2024 and has held it in 4 quarters since. The position peaked at $8.8M in Q1 2025. 1,049 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Synergy Investment Management held 231 shares of iShares 20+ Year Treasury Bond ETF worth $20K as of Q2 2026.
  • Synergy Investment Management bought 2 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $172.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #518 holding.
  • Synergy Investment Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's iShares 20+ Year Treasury Bond ETF position peaked at $8.8M in Q1 2025.
  • 1,049 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.