CTA
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Chesley Taft & Associates’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Chesley Taft & Associates’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 		$1.09M Buy
12,591
+395
+3% +$33.9K 0.04% 216
2026
Q1 		$1.06M Buy
12,196
+385
+3% +$33.8K 0.04% 212
2025
Q4 		$1.03M Buy
11,811
+524
+5% +$46.9K 0.04% 217
2025
Q3 		$1.01M Buy
+11,287
New +$987K 0.04% 206

Other funds holding TLT

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
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
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Chesley Taft & Associates's TLT Position: Q2 2026 in Review

Chesley Taft & Associates increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 3.2% in Q2 2026, buying an estimated $33.9K and bringing the position to 12,591 shares worth $1.09M. The position accounts for 0.04% of the portfolio, ranked #216.

Chesley Taft & Associates first reported a position in TLT in Q3 2025 and has held it in 4 quarters since. 424 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Chesley Taft & Associates held 12,591 shares of iShares 20+ Year Treasury Bond ETF worth $1.09M as of Q2 2026.
  • Chesley Taft & Associates bought 395 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $33.9K.
  • iShares 20+ Year Treasury Bond ETF made up 0.04% of Chesley Taft & Associates's portfolio in Q2 2026, its #216 holding.
  • Chesley Taft & Associates first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 424 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.