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

Yukon 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	$1.94M	Sell	22,455 -250	-1%	-$21.5K	0.56%	39
2026 Q1	$1.97M	Sell	22,705 -102	-0.4%	-$8.97K	1.18%	24
2025 Q4	$1.97M	Sell	22,807 -635	-3%	-$56.8K	1.14%	24
2025 Q3	$2.09M	Buy	23,442 +118	+0.5%	+$10.3K	0.69%	35
2025 Q2	$2.06M	Sell	23,324 -590	-2%	-$51.4K	0.74%	33
2025 Q1	$2.18M	Buy	+23,914	New	+$2.13M	0.9%	28

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

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

Yukon Wealth Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1.1% in Q2 2026, selling an estimated $21.5K and leaving 22,455 shares worth $1.94M. The position accounts for 0.56% of the portfolio, ranked #39.

Yukon Wealth Management first reported a position in TLT in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.18M in Q1 2025. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Yukon Wealth Management held 22,455 shares of iShares 20+ Year Treasury Bond ETF worth $1.94M as of Q2 2026.
Yukon Wealth Management sold 250 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $21.5K.
iShares 20+ Year Treasury Bond ETF made up 0.56% of Yukon Wealth Management's portfolio in Q2 2026, its #39 holding.
Yukon Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
Yukon Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $2.18M in Q1 2025.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Yukon Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.