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

Third View 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 		$29.6M Buy
342,677
+473
+0.1% +$40.6K 3.64% 5
2026
Q1 		$29.7M Buy
342,204
+31,792
+10% +$2.8M 4.06% 2
2025
Q4 		$27.1M Buy
+310,412
New +$27.8M 3.64% 5

Other funds holding TLT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Third View Private Wealth's TLT Position: Q2 2026 in Review

Third View Private Wealth increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.14% in Q2 2026, buying an estimated $40.6K and bringing the position to 342,677 shares worth $29.6M. The position accounts for 3.64% of the portfolio, ranked #5.

Third View Private Wealth first reported a position in TLT in Q4 2025 and has held it in 3 quarters since. The position peaked at $29.7M in Q1 2026. 633 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Third View Private Wealth held 342,677 shares of iShares 20+ Year Treasury Bond ETF worth $29.6M as of Q2 2026.
  • Third View Private Wealth bought 473 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $40.6K.
  • iShares 20+ Year Treasury Bond ETF made up 3.64% of Third View Private Wealth's portfolio in Q2 2026, its #5 holding.
  • Third View Private Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Third View Private Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $29.7M in Q1 2026.
  • 633 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.