Catherine Avery Investment Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Catherine Avery Investment 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	$1.04K	Buy	+12	New	+$1.03K	﹤0.01%	154
2026 Q1	–	Sell	-12	Closed	-$1.05K	–	149
2025 Q4	$1.05K	Hold	12	–	–	﹤0.01%	143
2025 Q3	$1.07K	Hold	12	–	–	﹤0.01%	145
2025 Q2	$1.06K	Hold	12	–	–	﹤0.01%	148
2025 Q1	$1.09K	Hold	12	–	–	﹤0.01%	141
2024 Q4	$1.05K	Buy	+12	New	+$1.1K	﹤0.01%	149

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

Catherine Avery Investment Management's TLT Position: Q2 2026 in Review

Catherine Avery Investment Management opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 12 shares worth $1.04K. The stake represents ﹤0.01% of the portfolio and ranks #154 among its holdings. This is a return to the name: Catherine Avery Investment Management previously reported a position in TLT as recently as Q4 2025.

Catherine Avery Investment Management first reported a position in TLT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.09K in Q1 2025. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Catherine Avery Investment Management held 12 shares of iShares 20+ Year Treasury Bond ETF worth $1.04K as of Q2 2026.
iShares 20+ Year Treasury Bond ETF was a new Catherine Avery Investment Management position in Q2 2026.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Catherine Avery Investment Management's portfolio in Q2 2026, its #154 holding.
Catherine Avery Investment Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
Catherine Avery Investment Management's iShares 20+ Year Treasury Bond ETF position peaked at $1.09K in Q1 2025.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.