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DHJJ Financial Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

DHJJ Financial Advisors’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 		$6.05K Sell
70
-320
-82% -$27.5K ﹤0.01% 654
2026
Q1 		$33.8K Buy
390
+100
+34% +$8.79K 0.01% 459
2025
Q4 		$25.3K Sell
290
-15
-5% -$1.34K 0.01% 480
2025
Q3 		$27.3K Hold
305
– – 0.01% 450
2025
Q2 		$26.9K Buy
305
+40
+15% +$3.49K 0.01% 439
2025
Q1 		$24.1K Sell
265
-3
-1% -$267 0.01% 409
2024
Q4 		$23.4K Buy
268
+10
+4% +$920 0.01% 400
2024
Q3 		$25.3K Hold
258
– – 0.01% 391
2024
Q2 		$23.7K Buy
258
+255
+8,500% +$23.2K 0.01% 366
2024
Q1 		$284 Hold
3
– – ﹤0.01% 701
2023
Q4 		$297 Buy
+3
New +$271 ﹤0.01% 679

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DHJJ Financial Advisors's TLT Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 82% in Q2 2026, selling an estimated $27.5K and leaving 70 shares worth $6.05K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

DHJJ Financial Advisors first reported a position in TLT in Q4 2023 and has held it in 11 quarters since. The position peaked at $33.8K in Q1 2026. 1,049 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • DHJJ Financial Advisors held 70 shares of iShares 20+ Year Treasury Bond ETF worth $6.05K as of Q2 2026.
  • DHJJ Financial Advisors sold 320 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $27.5K.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #654 holding.
  • DHJJ Financial Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • DHJJ Financial Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $33.8K in Q1 2026.
  • 1,049 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.