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Causey Wealth LLC’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Causey Wealth LLC’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 		$728K Sell
8,419
-279
-3% -$24K 0.28% 47
2026
Q1 		$754K Sell
8,698
-2,394
-22% -$210K 0.32% 45
2025
Q4 		$967K Sell
11,092
-103
-0.9% -$9.21K 0.44% 39
2025
Q3 		$1M Buy
11,195
+5,842
+109% +$511K 0.49% 38
2025
Q2 		$472K Buy
5,353
+2,767
+107% +$241K 0.24% 47
2025
Q1 		$235K Sell
2,586
-645
-20% -$57.4K 0.13% 57
2024
Q4 		$282K Buy
+3,231
New +$297K 0.16% 57

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Causey Wealth LLC's TLT Position: Q2 2026 in Review

Causey Wealth LLC reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 3.2% in Q2 2026, selling an estimated $24K and leaving 8,419 shares worth $728K. The position accounts for 0.28% of the portfolio, ranked #47.

Causey Wealth LLC first reported a position in TLT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1M in Q3 2025. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Causey Wealth LLC held 8,419 shares of iShares 20+ Year Treasury Bond ETF worth $728K as of Q2 2026.
  • Causey Wealth LLC sold 279 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $24K.
  • iShares 20+ Year Treasury Bond ETF made up 0.28% of Causey Wealth LLC's portfolio in Q2 2026, its #47 holding.
  • Causey Wealth LLC first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Causey Wealth LLC's iShares 20+ Year Treasury Bond ETF position peaked at $1M in Q3 2025.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Causey Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.