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

Biltmore 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	$570K	Hold	6,593	–	–	0.07%	156
2026 Q1	$572K	Hold	6,593	–	–	0.08%	148
2025 Q4	$575K	Hold	6,593	–	–	0.08%	140
2025 Q3	$589K	Hold	6,593	–	–	0.08%	133
2025 Q2	$582K	Hold	6,593	–	–	0.1%	117
2025 Q1	$600K	Buy	6,593 +6,390	+3,148%	+$569K	0.1%	119
2024 Q4	$17.7K	Hold	203	–	–	﹤0.01%	246
2024 Q3	$19.9K	Hold	203	–	–	﹤0.01%	244
2024 Q2	$18.6K	Hold	203	–	–	﹤0.01%	220
2024 Q1	$19.2K	Buy	+203	New	+$19.2K	﹤0.01%	216
2021 Q2	–	Sell	-114	Closed	-$15K	–	194
2021 Q1	$15K	Hold	114	–	–	﹤0.01%	170
2020 Q4	$18K	Hold	114	–	–	0.01%	174
2020 Q3	$19K	Hold	114	–	–	0.01%	153
2020 Q2	$19K	Hold	114	–	–	0.01%	167
2020 Q1	$19K	Hold	114	–	–	0.01%	157
2019 Q4	$15K	Buy	+114	New	+$15.9K	0.01%	188

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

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

Biltmore Family Office held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2026 at 6,593 shares worth $570K. The position accounts for 0.07% of the portfolio, ranked #156.

Biltmore Family Office first reported a position in TLT in Q4 2019 and has held it in 16 quarters since. The position peaked at $600K in Q1 2025. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Biltmore Family Office held 6,593 shares of iShares 20+ Year Treasury Bond ETF worth $570K as of Q2 2026.
Biltmore Family Office left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 20+ Year Treasury Bond ETF made up 0.07% of Biltmore Family Office's portfolio in Q2 2026, its #156 holding.
Biltmore Family Office first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and has held it in 16 quarters since.
Biltmore Family Office's iShares 20+ Year Treasury Bond ETF position peaked at $600K in Q1 2025.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.