Bartlett & Co Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Bartlett & Co 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	$3.89K	Hold	45	–	–	﹤0.01%	1109
2026 Q1	$3.84K	Hold	45	–	–	﹤0.01%	1045
2025 Q4	$3.92K	Hold	45	–	–	﹤0.01%	1046
2025 Q3	$4.02K	Hold	45	–	–	﹤0.01%	1033
2025 Q2	$3.97K	Hold	45	–	–	﹤0.01%	1025
2025 Q1	$4.1K	Hold	45	–	–	﹤0.01%	1009
2024 Q4	$3.93K	Hold	45	–	–	﹤0.01%	996
2024 Q3	$4.42K	Hold	45	–	–	﹤0.01%	984
2024 Q2	$4.13K	Hold	45	–	–	﹤0.01%	1003
2024 Q1	$4.26K	Hold	45	–	–	﹤0.01%	988
2023 Q4	$4.49K	Hold	45	–	–	﹤0.01%	1088
2023 Q3	$3.99K	Buy	+45	New	+$4.33K	﹤0.01%	1019
2023 Q1	–	Sell	-28	Closed	-$2.79K	–	1105
2022 Q4	$2.79K	Sell	28 -16	-36%	-$1.61K	﹤0.01%	989
2022 Q3	$4.51K	Buy	+44	New	+$4.95K	﹤0.01%	943
2021 Q4	–	Sell	-25	Closed	-$3.61K	–	843
2021 Q3	$3.61K	Hold	25	–	–	﹤0.01%	799
2021 Q2	$3.61K	Hold	25	–	–	﹤0.01%	792
2021 Q1	$3.39K	Hold	25	–	–	﹤0.01%	824
2020 Q4	$3.94K	Buy	+25	New	+$3.97K	﹤0.01%	829
2018 Q2	–	Sell	-79	Closed	-$9.63K	–	776
2018 Q1	$9.63K	Buy	+79	New	+$9.54K	﹤0.01%	612

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

Bartlett & Co Wealth Management's TLT Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2026 at 45 shares worth $3.89K. The position accounts for ﹤0.01% of the portfolio, ranked #1109.

Bartlett & Co Wealth Management first reported a position in TLT in Q1 2018 and has held it in 19 quarters since. The position peaked at $9.63K in Q1 2018. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Bartlett & Co Wealth Management held 45 shares of iShares 20+ Year Treasury Bond ETF worth $3.89K as of Q2 2026.
Bartlett & Co Wealth Management left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1109 holding.
Bartlett & Co Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2018 and has held it in 19 quarters since.
Bartlett & Co Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $9.63K in Q1 2018.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.