Atomi Financial Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Atomi Financial 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	$6.66M	Buy	77,034 +11,617	+18%	+$998K	0.17%	112
2026 Q1	$5.67M	Sell	65,417 -2,424	-4%	-$213K	0.17%	109
2025 Q4	$5.91M	Sell	67,841 -24,452	-26%	-$2.19M	0.17%	97
2025 Q3	$8.25M	Sell	92,293 -12,449	-12%	-$1.09M	0.27%	71
2025 Q2	$9.24M	Buy	104,742 +7,016	+7%	+$612K	0.35%	57
2025 Q1	$8.9M	Buy	97,726 +15,220	+18%	+$1.35M	0.41%	50
2024 Q4	$7.21M	Buy	82,506 +27,379	+50%	+$2.52M	0.36%	53
2024 Q3	$5.41M	Buy	55,127 +44,226	+406%	+$4.26M	0.34%	57
2024 Q2	$1M	Buy	+10,901	New	+$993K	0.07%	208
2024 Q1	–	Sell	-6,485	Closed	-$641K	–	765
2023 Q4	$641K	Buy	+6,485	New	+$586K	0.09%	210

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

Atomi Financial Group's TLT Position: Q2 2026 in Review

Atomi Financial Group increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 18% in Q2 2026, buying an estimated $998K and bringing the position to 77,034 shares worth $6.66M. The position accounts for 0.17% of the portfolio, ranked #112.

Atomi Financial Group first reported a position in TLT in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.24M in Q2 2025. 1,041 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Atomi Financial Group held 77,034 shares of iShares 20+ Year Treasury Bond ETF worth $6.66M as of Q2 2026.
Atomi Financial Group bought 11,617 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $998K.
iShares 20+ Year Treasury Bond ETF made up 0.17% of Atomi Financial Group's portfolio in Q2 2026, its #112 holding.
Atomi Financial Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
Atomi Financial Group's iShares 20+ Year Treasury Bond ETF position peaked at $9.24M in Q2 2025.
1,041 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.