VisionPoint Advisory Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

VisionPoint Advisory Group’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	-5,201	Closed	-$451K	–	519
2026 Q1	$451K	Buy	5,201 +737	+17%	+$64.8K	0.09%	247
2025 Q4	$389K	Sell	4,464 -253	-5%	-$22.6K	0.08%	245
2025 Q3	$422K	Buy	+4,717	New	+$413K	0.08%	230
2024 Q3	–	Sell	-497	Closed	-$45.6K	–	729
2024 Q2	$45.6K	Sell	497 -51,979	-99%	-$4.74M	0.02%	278
2024 Q1	$4.97M	Sell	52,476 -2,275	-4%	-$215K	1.79%	9
2023 Q4	$5.41M	Buy	54,751 +37,524	+218%	+$3.39M	2%	7
2023 Q3	$1.53M	Sell	17,227 -4,421	-20%	-$425K	0.66%	43
2023 Q2	$2.23M	Buy	+21,648	New	+$2.25M	0.91%	26

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

VisionPoint Advisory Group's TLT Position: Q2 2026 in Review

VisionPoint Advisory Group sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 5,201 shares — an estimated $451K sold.

VisionPoint Advisory Group first reported a position in TLT in Q2 2023 and held it in 8 quarters. The position peaked at $5.41M in Q4 2023. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

VisionPoint Advisory Group reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
VisionPoint Advisory Group sold 5,201 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $451K.
VisionPoint Advisory Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2023 and held it in 8 quarters.
VisionPoint Advisory Group's iShares 20+ Year Treasury Bond ETF position peaked at $5.41M in Q4 2023.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.