Compass Financial Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Compass Financial 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	$3.7M	Buy	+42,817	New	+$3.68M	0.45%	56

Other funds holding TLT

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Compass Financial Management's TLT Position: Q2 2026 in Review

Compass Financial Management opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 42,817 shares worth $3.7M. The stake represents 0.45% of the portfolio and ranks #56 among its holdings.

994 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Compass Financial Management held 42,817 shares of iShares 20+ Year Treasury Bond ETF worth $3.7M as of Q2 2026.
iShares 20+ Year Treasury Bond ETF was a new Compass Financial Management position in Q2 2026.
iShares 20+ Year Treasury Bond ETF made up 0.45% of Compass Financial Management's portfolio in Q2 2026, its #56 holding.
994 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.