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

Cherry Tree 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	$38.5K	Buy	446 +1	+0.2%	+$86	0.01%	307
2026 Q1	$38.6K	Hold	445	–	–	0.01%	295
2025 Q4	$38.8K	Hold	445	–	–	0.01%	292
2025 Q3	$39.8K	Hold	445	–	–	0.01%	274
2025 Q2	$39.3K	Hold	445	–	–	0.01%	275
2025 Q1	$40.5K	Hold	445	–	–	0.01%	272
2024 Q4	$38.9K	Hold	445	–	–	0.01%	270
2024 Q3	$43.7K	Hold	445	–	–	0.01%	268
2024 Q2	$40.8K	Hold	445	–	–	0.01%	265
2024 Q1	$42.1K	Hold	445	–	–	0.01%	262
2023 Q4	$44K	Buy	+445	New	+$40.2K	0.01%	245

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

Cherry Tree Wealth Management's TLT Position: Q2 2026 in Review

Cherry Tree Wealth Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.22% in Q2 2026, buying an estimated $86 and bringing the position to 446 shares worth $38.5K. The position accounts for 0.01% of the portfolio, ranked #307.

Cherry Tree Wealth Management first reported a position in TLT in Q4 2023 and has held it in 11 quarters since. The position peaked at $44K in Q4 2023. 1,049 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Cherry Tree Wealth Management held 446 shares of iShares 20+ Year Treasury Bond ETF worth $38.5K as of Q2 2026.
Cherry Tree Wealth Management bought 1 iShares 20+ Year Treasury Bond ETF share in Q2 2026, an estimated $86.
iShares 20+ Year Treasury Bond ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #307 holding.
Cherry Tree Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Cherry Tree Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $44K in Q4 2023.
1,049 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.