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

TD Private Client 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 		$70.3M Buy
813,576
+75,159
+10% +$6.45M 1.29% 13
2026
Q1 		$64M Buy
738,417
+37,933
+5% +$3.33M 1.33% 14
2025
Q4 		$61.1M Buy
700,484
+67,126
+11% +$6M 1.3% 13
2025
Q3 		$56.6M Buy
633,358
+73,807
+13% +$6.46M 1.28% 14
2025
Q2 		$49.4M Buy
559,551
+28,468
+5% +$2.48M 1.21% 15
2025
Q1 		$48.3M Buy
531,083
+37,681
+8% +$3.35M 1.33% 13
2024
Q4 		$43.1M Buy
493,402
+49,045
+11% +$4.51M 1.21% 17
2024
Q3 		$43.6M Buy
444,357
+425,079
+2,205% +$41M 1.25% 15
2024
Q2 		$1.77M Sell
19,278
-3,213
-14% -$293K 0.06% 255
2024
Q1 		$2.13M Buy
22,491
+10,777
+92% +$1.02M 0.07% 224
2023
Q4 		$1.16M Sell
11,714
-6,184
-35% -$559K 0.04% 317
2023
Q3 		$1.59M Buy
17,898
+1,437
+9% +$138K 0.07% 245
2023
Q2 		$1.69M Buy
16,461
+5,495
+50% +$570K 0.07% 243
2023
Q1 		$1.17M Buy
10,966
+6,529
+147% +$683K 0.05% 305
2022
Q4 		$442K Buy
4,437
+155
+4% +$15.6K 0.02% 442
2022
Q3 		$439K Buy
4,282
+148
+4% +$16.7K 0.02% 423
2022
Q2 		$475K Buy
4,134
+736
+22% +$86.7K 0.02% 414
2022
Q1 		$449K Buy
3,398
+78
+2% +$10.8K 0.02% 440
2021
Q4 		$492K Sell
3,320
-14
-0.4% -$2.06K 0.02% 421
2021
Q3 		$481K Sell
3,334
-1,253
-27% -$186K 0.02% 403
2021
Q2 		$662K Buy
4,587
+504
+12% +$70.3K 0.03% 378
2021
Q1 		$553K Sell
4,083
-491
-11% -$71.2K 0.03% 380
2020
Q4 		$721K Sell
4,574
-5,404
-54% -$858K 0.04% 334
2020
Q3 		$1.63M Buy
9,978
+4,331
+77% +$718K 0.09% 222
2020
Q2 		$926K Buy
5,647
+1,075
+24% +$177K 0.05% 293
2020
Q1 		$754K Buy
4,572
+641
+16% +$95.5K 0.05% 265
2019
Q4 		$533K Buy
+3,931
New +$547K 0.03% 344

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

TD Private Client Wealth's TLT Position: Q2 2026 in Review

TD Private Client Wealth increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 10% in Q2 2026, buying an estimated $6.45M and bringing the position to 813,576 shares worth $70.3M. The position accounts for 1.29% of the portfolio, ranked #13.

TD Private Client Wealth first reported a position in TLT in Q4 2019 and has held it in 27 quarters since. 1,043 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • TD Private Client Wealth held 813,576 shares of iShares 20+ Year Treasury Bond ETF worth $70.3M as of Q2 2026.
  • TD Private Client Wealth bought 75,159 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $6.45M.
  • iShares 20+ Year Treasury Bond ETF made up 1.29% of TD Private Client Wealth's portfolio in Q2 2026, its #13 holding.
  • TD Private Client Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,043 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.