Brown Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Brown 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	$7.1M	Buy	82,196 +7,218	+10%	+$620K	1.59%	15
2026 Q1	$6.5M	Buy	74,978 +2,967	+4%	+$261K	1.67%	15
2025 Q4	$6.28M	Buy	72,011 +37,677	+110%	+$3.37M	1.65%	14
2025 Q3	$3.07M	Buy	34,334 +4,658	+16%	+$407K	0.86%	30
2025 Q2	$2.62M	Sell	29,676 -211	-0.7%	-$18.4K	0.81%	31
2025 Q1	$2.72M	Sell	29,887 -25,120	-46%	-$2.24M	0.94%	25
2024 Q4	$4.8M	Buy	55,007 +29,917	+119%	+$2.75M	1.7%	16
2024 Q3	$2.46M	Buy	25,090 +1,215	+5%	+$117K	0.89%	26
2024 Q2	$2.19M	Sell	23,875 -19,279	-45%	-$1.76M	0.88%	26
2024 Q1	$4.08M	Buy	43,154 +20,500	+90%	+$1.94M	1.69%	16
2023 Q4	$2.24M	Sell	22,654 -37,586	-62%	-$3.4M	0.99%	24
2023 Q3	$5.34M	Buy	+60,240	New	+$5.79M	2.54%	14

Other funds holding TLT

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

Brown Wealth Management's TLT Position: Q2 2026 in Review

Brown Wealth Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 9.6% in Q2 2026, buying an estimated $620K and bringing the position to 82,196 shares worth $7.1M. The position accounts for 1.59% of the portfolio, ranked #15.

Brown Wealth Management first reported a position in TLT in Q3 2023 and has held it in 12 quarters since. 205 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Brown Wealth Management held 82,196 shares of iShares 20+ Year Treasury Bond ETF worth $7.1M as of Q2 2026.
Brown Wealth Management bought 7,218 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $620K.
iShares 20+ Year Treasury Bond ETF made up 1.59% of Brown Wealth Management's portfolio in Q2 2026, its #15 holding.
Brown Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
205 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.