VestGen Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

VestGen Advisors’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	$1.27M	Sell	14,741 -17,606	-54%	-$1.51M	0.04%	401
2026 Q1	$2.75M	Buy	32,347 +15,510	+92%	+$1.36M	0.07%	238
2025 Q4	$1.47M	Buy	16,837 +1,237	+8%	+$111K	0.06%	290
2025 Q3	$1.39M	Buy	+15,600	New	+$1.36M	0.05%	314
2025 Q2	–	Sell	-2,907	Closed	-$265K	–	611
2025 Q1	$265K	Buy	+2,907	New	+$259K	0.01%	489

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

VestGen Advisors's TLT Position: Q2 2026 in Review

VestGen Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 54% in Q2 2026, selling an estimated $1.51M and leaving 14,741 shares worth $1.27M. The position accounts for 0.04% of the portfolio, ranked #401.

VestGen Advisors first reported a position in TLT in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.75M in Q1 2026. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

VestGen Advisors held 14,741 shares of iShares 20+ Year Treasury Bond ETF worth $1.27M as of Q2 2026.
VestGen Advisors sold 17,606 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $1.51M.
iShares 20+ Year Treasury Bond ETF made up 0.04% of VestGen Advisors's portfolio in Q2 2026, its #401 holding.
VestGen Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
VestGen Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $2.75M in Q1 2026.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.