CKW Financial Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

CKW Financial Group’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	$10K	Hold	116	–	–	﹤0.01%	117
2026 Q1	$10K	Hold	116	–	–	﹤0.01%	103
2025 Q4	$10K	Hold	116	–	–	﹤0.01%	116
2025 Q3	$10K	Hold	116	–	–	﹤0.01%	123
2025 Q2	$10K	Hold	116	–	–	﹤0.01%	123
2025 Q1	$11K	Hold	116	–	–	﹤0.01%	122
2024 Q4	$10K	Hold	116	–	–	﹤0.01%	189
2024 Q3	$11K	Hold	116	–	–	﹤0.01%	177
2024 Q2	$10K	Hold	116	–	–	﹤0.01%	178
2024 Q1	$11K	Hold	116	–	–	﹤0.01%	176
2023 Q4	$11K	Hold	116	–	–	﹤0.01%	183
2023 Q3	$10K	Hold	116	–	–	﹤0.01%	173
2023 Q2	$12K	Hold	116	–	–	﹤0.01%	167
2023 Q1	$12K	Hold	116	–	–	﹤0.01%	154
2022 Q4	$12K	Hold	116	–	–	﹤0.01%	154
2022 Q3	$12K	Hold	116	–	–	﹤0.01%	159
2022 Q2	$13K	Hold	116	–	–	﹤0.01%	159
2022 Q1	$15K	Hold	116	–	–	﹤0.01%	155
2021 Q4	$20K	Hold	116	–	–	﹤0.01%	166
2021 Q3	$17K	Hold	116	–	–	﹤0.01%	171
2021 Q2	$17K	Hold	116	–	–	﹤0.01%	178
2021 Q1	$16K	Hold	116	–	–	﹤0.01%	151
2020 Q4	$18K	Hold	116	–	–	﹤0.01%	134
2020 Q3	$19K	Hold	116	–	–	﹤0.01%	127
2020 Q2	$19K	Hold	116	–	–	﹤0.01%	121
2020 Q1	$19K	Hold	116	–	–	0.01%	117
2019 Q4	$16K	Buy	+116	New	+$16.1K	﹤0.01%	126

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

CKW Financial Group's TLT Position: Q2 2026 in Review

CKW Financial Group held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2026 at 116 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #117.

CKW Financial Group first reported a position in TLT in Q4 2019 and has held it in 27 quarters since. The position peaked at $20K in Q4 2021. 1,043 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

CKW Financial Group held 116 shares of iShares 20+ Year Treasury Bond ETF worth $10K as of Q2 2026.
CKW Financial Group left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of CKW Financial Group's portfolio in Q2 2026, its #117 holding.
CKW Financial Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and has held it in 27 quarters since.
CKW Financial Group's iShares 20+ Year Treasury Bond ETF position peaked at $20K in Q4 2021.
1,043 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on CKW Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.