Darwin Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Darwin Wealth 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	$519	Buy	6 +1	+20%	+$86	﹤0.01%	591
2026 Q1	$514	Hold	5	–	–	﹤0.01%	558
2025 Q4	$513	Sell	5 -2,555	-100%	-$228K	﹤0.01%	592
2025 Q3	$229K	Buy	2,560 +2,558	+127,900%	+$224K	0.07%	125
2025 Q2	$176	Sell	2 -40	-95%	-$3.49K	﹤0.01%	580
2025 Q1	$3.67K	Hold	42	–	–	﹤0.01%	466
2024 Q4	$3.67K	Sell	42 -30	-42%	-$2.76K	﹤0.01%	466
2024 Q3	$7.06K	Buy	+72	New	+$6.94K	﹤0.01%	417
2024 Q2	–	Sell	-20,214	Closed	-$1.91M	–	137
2024 Q1	$1.91M	Buy	+20,214	New	+$1.91M	0.53%	57
2023 Q2	–	Sell	-4,979	Closed	-$517K	–	167
2023 Q1	$517K	Buy	4,979 +2,156	+76%	+$226K	0.14%	95
2022 Q4	$301K	Sell	2,823 -1,193	-30%	-$120K	0.08%	132
2022 Q3	$394K	Sell	4,016 -5,978	-60%	-$673K	0.1%	115
2022 Q2	$1.17M	Sell	9,994 -5,509	-36%	-$649K	0.24%	81
2022 Q1	$2.05M	Buy	15,503 +914	+6%	+$126K	0.34%	61
2021 Q4	$2.07M	Buy	14,589 +2,082	+17%	+$307K	0.33%	62
2021 Q3	$1.8M	Sell	12,507 -22,055	-64%	-$3.27M	0.29%	64
2021 Q2	$4.99M	Buy	34,562 +2,374	+7%	+$331K	0.81%	27
2021 Q1	$4.36M	Sell	32,188 -20,640	-39%	-$2.99M	0.76%	34
2020 Q4	$8.33M	Sell	52,828 -38,107	-42%	-$6.05M	1.56%	13
2020 Q3	$14.8M	Buy	90,935 +44,520	+96%	+$7.38M	3.21%	5
2020 Q2	$7.61M	Buy	46,415 +4,772	+11%	+$786K	1.94%	16
2020 Q1	$6.87M	Buy	41,643 +222	+0.5%	+$33.1K	2.18%	9
2019 Q4	$5.61M	Buy	41,421 +185	+0.4%	+$25.8K	1.5%	17
2019 Q3	$5.9M	Buy	41,236 +2,594	+7%	+$361K	1.75%	11
2019 Q2	$5.13M	Sell	38,642 -9,431	-20%	-$1.2M	1.59%	16
2019 Q1	$6.08M	Buy	+48,073	New	+$5.85M	2%	11
2016 Q4	–	Sell	-25,978	Closed	-$3.57M	–	122
2016 Q3	$3.57M	Buy	25,978 +4,675	+22%	+$649K	2.76%	6
2016 Q2	$2.96M	Buy	+21,303	New	+$2.81M	2.53%	6

Other funds holding TLT

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

TVPW

Third View Private Wealth Westport, Connecticut $814M AUM

Darwin Wealth Management's TLT Position: Q2 2026 in Review

Darwin Wealth Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 20% in Q2 2026, buying an estimated $86 and bringing the position to 6 shares worth $519. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Darwin Wealth Management first reported a position in TLT in Q2 2016 and has held it in 28 quarters since. The position peaked at $14.8M in Q3 2020. 325 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Darwin Wealth Management held 6 shares of iShares 20+ Year Treasury Bond ETF worth $519 as of Q2 2026.
Darwin Wealth Management bought 1 iShares 20+ Year Treasury Bond ETF share in Q2 2026, an estimated $86.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #591 holding.
Darwin Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2016 and has held it in 28 quarters since.
Darwin Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $14.8M in Q3 2020.
325 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.