EW
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Element Wealth’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Element Wealth’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 		$282K Buy
3,261
+3
+0.1% +$258 0.11% 172
2026
Q1 		$282K Buy
3,258
+580
+22% +$51K 0.12% 167
2025
Q4 		$233K Buy
2,678
+175
+7% +$15.6K 0.1% 183
2025
Q3 		$224K Buy
2,503
+5
+0.2% +$437 0.1% 175
2025
Q2 		$220K Buy
+2,498
New +$218K 0.1% 168
2025
Q1 		– Sell
-188
Closed -$16.4K – 276
2024
Q4 		$16.4K Sell
188
-59
-24% -$5.43K 0.01% 236
2024
Q3 		$24.2K Buy
247
+28
+13% +$2.7K 0.01% 217
2024
Q2 		$20.1K Buy
219
+4
+2% +$364 0.01% 217
2024
Q1 		$20.3K Buy
+215
New +$20.3K 0.01% 210
2022
Q4 		– Sell
-4
Closed – – 217
2022
Q3 		$0 Hold
4
– – ﹤0.01% 204
2022
Q2 		$0 Hold
4
– – ﹤0.01% 210
2022
Q1 		$1K Hold
4
– – ﹤0.01% 205
2021
Q4 		$1K Hold
4
– – ﹤0.01% 191
2021
Q3 		$1K Hold
4
– – ﹤0.01% 182
2021
Q2 		$1K Hold
4
– – ﹤0.01% 177
2021
Q1 		$1K Hold
4
– – ﹤0.01% 169
2020
Q4 		$1K Sell
4
-630
-99% -$100K ﹤0.01% 157
2020
Q3 		$104K Buy
634
+2
+0.3% +$332 0.11% 96
2020
Q2 		$104K Sell
632
-181
-22% -$29.8K 0.12% 93
2020
Q1 		$134K Sell
813
-1,122
-58% -$167K 0.19% 78
2019
Q4 		$262K Buy
+1,935
New +$269K 0.27% 60

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

Element Wealth's TLT Position: Q2 2026 in Review

Element Wealth increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.09% in Q2 2026, buying an estimated $258 and bringing the position to 3,261 shares worth $282K. The position accounts for 0.11% of the portfolio, ranked #172.

Element Wealth first reported a position in TLT in Q4 2019 and has held it in 21 quarters since. The position peaked at $282K in Q1 2026. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Element Wealth held 3,261 shares of iShares 20+ Year Treasury Bond ETF worth $282K as of Q2 2026.
  • Element Wealth bought 3 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $258.
  • iShares 20+ Year Treasury Bond ETF made up 0.11% of Element Wealth's portfolio in Q2 2026, its #172 holding.
  • Element Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and has held it in 21 quarters since.
  • Element Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $282K in Q1 2026.
  • 1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.