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Axim Planning & Wealth’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Axim Planning & Wealth’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 		$462K Sell
5,343
-331
-6% -$28.4K 0.65% 36
2026
Q1 		$492K Buy
5,674
+1,616
+40% +$142K 0.6% 28
2025
Q4 		$354K Buy
4,058
+495
+14% +$44.3K 0.37% 43
2025
Q3 		$318K Buy
+3,563
New +$312K 0.25% 47

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

Axim Planning & Wealth's TLT Position: Q2 2026 in Review

Axim Planning & Wealth reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 5.8% in Q2 2026, selling an estimated $28.4K and leaving 5,343 shares worth $462K. The position accounts for 0.65% of the portfolio, ranked #36.

Axim Planning & Wealth first reported a position in TLT in Q3 2025 and has held it in 4 quarters since. The position peaked at $492K in Q1 2026. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Axim Planning & Wealth held 5,343 shares of iShares 20+ Year Treasury Bond ETF worth $462K as of Q2 2026.
  • Axim Planning & Wealth sold 331 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $28.4K.
  • iShares 20+ Year Treasury Bond ETF made up 0.65% of Axim Planning & Wealth's portfolio in Q2 2026, its #36 holding.
  • Axim Planning & Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Axim Planning & Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $492K in Q1 2026.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.