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

Tiller 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 		– Sell
-11,912
Closed -$1.03M – 71
2026
Q1 		$1.03M Sell
11,912
-9,079
-43% -$798K 0.37% 18
2025
Q4 		$1.83M Sell
20,991
-33,032
-61% -$2.95M 0.65% 18
2025
Q3 		$4.83M Sell
54,023
-6,280
-10% -$549K 1.72% 13
2025
Q2 		$5.32M Sell
60,303
-4,315
-7% -$376K 2.02% 13
2025
Q1 		$5.88M Sell
64,618
-4,782
-7% -$426K 2.45% 12
2024
Q4 		$6.06M Buy
69,400
+240
+0.3% +$22.1K 2.57% 12
2024
Q3 		$6.78M Buy
69,160
+668
+1% +$64.4K 2.81% 12
2024
Q2 		$6.29M Buy
68,492
+1,050
+2% +$95.7K 2.76% 12
2024
Q1 		$6.38M Buy
67,442
+7,597
+13% +$719K 2.85% 12
2023
Q4 		$5.92M Buy
59,845
+8,170
+16% +$738K 2.96% 13
2023
Q3 		$4.58M Buy
51,675
+28,360
+122% +$2.73M 2.49% 13
2023
Q2 		$2.4M Buy
+23,315
New +$2.42M 1.31% 15

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

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

Tiller Private Wealth sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 11,912 shares — an estimated $1.03M sold.

Tiller Private Wealth first reported a position in TLT in Q2 2023 and held it in 12 quarters. The position peaked at $6.78M in Q3 2024. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Tiller Private Wealth reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Tiller Private Wealth sold 11,912 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $1.03M.
  • Tiller Private Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2023 and held it in 12 quarters.
  • Tiller Private Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $6.78M in Q3 2024.
  • 1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

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