TSA Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

TSA Wealth 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	–	Sell	-2,697	Closed	-$234K	–	127
2026 Q1	$234K	Sell	2,697 -1,224	-31%	-$108K	0.08%	96
2025 Q4	$342K	Buy	3,921 +1,055	+37%	+$94.3K	0.11%	67
2025 Q3	$256K	Sell	2,866 -1,026	-26%	-$89.7K	0.09%	74
2025 Q2	$343K	Sell	3,892 -4,985	-56%	-$435K	0.13%	61
2025 Q1	$808K	Sell	8,877 -37,728	-81%	-$3.36M	0.32%	39
2024 Q4	$4.07M	Sell	46,605 -900	-2%	-$82.8K	1.66%	17
2024 Q3	$4.66M	Sell	47,505 -164	-0.3%	-$15.8K	1.88%	17
2024 Q2	$4.38M	Sell	47,669 -4,544	-9%	-$414K	1.86%	16
2024 Q1	$4.94M	Sell	52,213 -17,315	-25%	-$1.64M	2.15%	14
2023 Q4	$6.87M	Buy	+69,528	New	+$6.28M	3.2%	11

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

TSA Wealth Management's TLT Position: Q2 2026 in Review

TSA Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 2,697 shares — an estimated $234K sold.

TSA Wealth Management first reported a position in TLT in Q4 2023 and held it in 10 quarters. The position peaked at $6.87M in Q4 2023. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

TSA Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
TSA Wealth Management sold 2,697 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $234K.
TSA Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and held it in 10 quarters.
TSA Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $6.87M in Q4 2023.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on TSA Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.