Arrowroot Family Office’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Arrowroot Family Office’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	$443K	Sell	5,121 -1,847	-27%	-$159K	0.13%	117
2026 Q1	$604K	Sell	6,968 -2,281	-25%	-$201K	0.2%	96
2025 Q4	$806K	Sell	9,249 -1,194	-11%	-$107K	0.29%	72
2025 Q3	$933K	Sell	10,443 -395	-4%	-$34.5K	0.37%	60
2025 Q2	$956K	Buy	+10,838	New	+$945K	0.43%	55
2024 Q4	$898K	Buy	10,278 +1,786	+21%	+$164K	0.47%	52
2024 Q3	$833K	Sell	8,492 -2,508	-23%	-$242K	0.49%	51
2024 Q2	$1.01M	Sell	11,000 -8,701	-44%	-$793K	0.65%	41
2024 Q1	$1.86M	Buy	19,701 +1,230	+7%	+$116K	1.19%	24
2023 Q4	$1.83M	Buy	18,471 +3,181	+21%	+$287K	1.29%	23
2023 Q3	$1.36M	Buy	15,290 +206	+1%	+$19.8K	1.07%	28
2023 Q2	$1.55M	Buy	15,084 +2,733	+22%	+$284K	1.18%	26
2023 Q1	$1.31M	Buy	+12,351	New	+$1.29M	1.12%	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

Arrowroot Family Office's TLT Position: Q2 2026 in Review

Arrowroot Family Office reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 27% in Q2 2026, selling an estimated $159K and leaving 5,121 shares worth $443K. The position accounts for 0.13% of the portfolio, ranked #117.

Arrowroot Family Office first reported a position in TLT in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.86M in Q1 2024. 1,048 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Arrowroot Family Office held 5,121 shares of iShares 20+ Year Treasury Bond ETF worth $443K as of Q2 2026.
Arrowroot Family Office sold 1,847 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $159K.
iShares 20+ Year Treasury Bond ETF made up 0.13% of Arrowroot Family Office's portfolio in Q2 2026, its #117 holding.
Arrowroot Family Office first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
Arrowroot Family Office's iShares 20+ Year Treasury Bond ETF position peaked at $1.86M in Q1 2024.
1,048 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Arrowroot Family Office's 13F filing for Q2 2026, filed 6 Aug 2026.