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Arvest Investments’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Arvest Investments’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 		$2.76M Buy
31,943
+2,147
+7% +$184K 0.33% 61
2026
Q1 		$2.58M Buy
29,796
+2,497
+9% +$220K 0.35% 55
2025
Q4 		$2.38M Sell
27,299
-46
-0.2% -$4.11K 0.33% 57
2025
Q3 		$2.44M Sell
27,345
-57,866
-68% -$5.06M 0.35% 60
2025
Q2 		$7.52M Sell
85,211
-555
-0.6% -$48.4K 1.13% 23
2025
Q1 		$7.81M Buy
85,766
+1,975
+2% +$176K 1.23% 20
2024
Q4 		$7.32M Sell
83,791
-994
-1% -$91.5K 1.17% 23
2024
Q3 		$8.32M Sell
84,785
-644
-0.8% -$62.1K 1.26% 20
2024
Q2 		$7.84M Buy
85,429
+933
+1% +$85K 1.26% 23
2024
Q1 		$8M Buy
84,496
+17,218
+26% +$1.63M 1.27% 22
2023
Q4 		$6.65M Buy
+67,278
New +$6.08M 1.08% 24

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Arvest Investments's TLT Position: Q2 2026 in Review

Arvest Investments increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 7.2% in Q2 2026, buying an estimated $184K and bringing the position to 31,943 shares worth $2.76M. The position accounts for 0.33% of the portfolio, ranked #61.

Arvest Investments first reported a position in TLT in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.32M in Q3 2024. 1,048 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Arvest Investments held 31,943 shares of iShares 20+ Year Treasury Bond ETF worth $2.76M as of Q2 2026.
  • Arvest Investments bought 2,147 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $184K.
  • iShares 20+ Year Treasury Bond ETF made up 0.33% of Arvest Investments's portfolio in Q2 2026, its #61 holding.
  • Arvest Investments first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Arvest Investments's iShares 20+ Year Treasury Bond ETF position peaked at $8.32M in Q3 2024.
  • 1,048 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.