Christensen King & Associates Investment Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Christensen King & Associates Investment Services’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	$1.75M	Sell	20,245 -176	-0.9%	-$15.1K	0.7%	26
2026 Q1	$1.77M	Buy	20,421 +185	+0.9%	+$16.3K	0.76%	27
2025 Q4	$1.76M	Sell	20,236 -17	-0.1%	-$1.52K	0.75%	28
2025 Q3	$1.81M	Buy	20,253 +698	+4%	+$61.1K	0.78%	27
2025 Q2	$1.73M	Buy	19,555 +568	+3%	+$49.5K	0.79%	27
2025 Q1	$1.7M	Sell	18,987 -36	-0.2%	-$3.21K	0.81%	25
2024 Q4	$1.67M	Buy	19,023 +874	+5%	+$80.4K	0.78%	26
2024 Q3	$1.78M	Buy	18,149 +467	+3%	+$45K	0.84%	24
2024 Q2	$1.62M	Buy	17,682 +356	+2%	+$32.4K	0.8%	27
2024 Q1	$1.64M	Buy	17,326 +1,962	+13%	+$186K	0.82%	26
2023 Q4	$1.52M	Buy	+15,364	New	+$1.39M	0.81%	26

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

Christensen King & Associates Investment Services's TLT Position: Q2 2026 in Review

Christensen King & Associates Investment Services reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.86% in Q2 2026, selling an estimated $15.1K and leaving 20,245 shares worth $1.75M. The position accounts for 0.7% of the portfolio, ranked #26.

Christensen King & Associates Investment Services first reported a position in TLT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.81M in Q3 2025. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Christensen King & Associates Investment Services held 20,245 shares of iShares 20+ Year Treasury Bond ETF worth $1.75M as of Q2 2026.
Christensen King & Associates Investment Services sold 176 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $15.1K.
iShares 20+ Year Treasury Bond ETF made up 0.7% of Christensen King & Associates Investment Services's portfolio in Q2 2026, its #26 holding.
Christensen King & Associates Investment Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Christensen King & Associates Investment Services's iShares 20+ Year Treasury Bond ETF position peaked at $1.81M in Q3 2025.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Christensen King & Associates Investment Services's 13F filing for Q2 2026, filed 14 Jul 2026.