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Brookwood Investment Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Brookwood Investment 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 		– Sell
-11,500
Closed -$997K – 600
2026
Q1 		$997K Buy
+11,500
New +$1.01M 0.12% 171

Other funds holding TLT

BlackRock
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Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Brookwood Investment Group's TLT Position: Q2 2026 in Review

Brookwood Investment Group reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 32% in Q2 2026, selling an estimated $324K and leaving 8,013 shares worth $693K. The position accounts for 0.08% of the portfolio, ranked #248.

Brookwood Investment Group first reported a position in TLT in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.05M in Q1 2025. 704 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Brookwood Investment Group held 8,013 shares of iShares 20+ Year Treasury Bond ETF worth $693K as of Q2 2026.
  • Brookwood Investment Group sold 3,776 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $324K.
  • iShares 20+ Year Treasury Bond ETF made up 0.08% of Brookwood Investment Group's portfolio in Q2 2026, its #248 holding.
  • Brookwood Investment Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's iShares 20+ Year Treasury Bond ETF position peaked at $7.05M in Q1 2025.
  • 704 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.