Custos Family Office’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Custos Family Office’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	$6.59M	Buy	76,217 +836	+1%	+$71.8K	3.95%	9
2026 Q1	$6.53M	Sell	75,381 -3,199	-4%	-$281K	4.52%	8
2025 Q4	$6.85M	Sell	78,580 -23,420	-23%	-$2.09M	4.68%	8
2025 Q3	$9.12M	Sell	102,000 -83,101	-45%	-$7.27M	5.15%	7
2025 Q2	$16.3M	Buy	185,101 +104,368	+129%	+$9.1M	5.21%	7
2025 Q1	$7.35M	Buy	80,733 +113	+0.1%	+$10.1K	2.61%	12
2024 Q4	$7.04M	Buy	80,620 +6,519	+9%	+$600K	2.46%	14
2024 Q3	$7.27M	Buy	74,101 +1,988	+3%	+$192K	2.63%	12
2024 Q2	$6.62M	Buy	72,113 +10,381	+17%	+$946K	2.64%	12
2024 Q1	$5.84M	Buy	61,732 +2,097	+4%	+$198K	3.01%	11
2023 Q4	$5.9M	Buy	+59,635	New	+$5.39M	3.06%	12

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

Custos Family Office's TLT Position: Q2 2026 in Review

Custos Family Office increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1.1% in Q2 2026, buying an estimated $71.8K and bringing the position to 76,217 shares worth $6.59M. The position accounts for 3.95% of the portfolio, ranked #9.

Custos Family Office first reported a position in TLT in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.3M in Q2 2025. 1,046 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Custos Family Office held 76,217 shares of iShares 20+ Year Treasury Bond ETF worth $6.59M as of Q2 2026.
Custos Family Office bought 836 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $71.8K.
iShares 20+ Year Treasury Bond ETF made up 3.95% of Custos Family Office's portfolio in Q2 2026, its #9 holding.
Custos Family Office first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Custos Family Office's iShares 20+ Year Treasury Bond ETF position peaked at $16.3M in Q2 2025.
1,046 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Custos Family Office's 13F filing for Q2 2026, filed 19 Aug 2026.