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

Elmwood 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 		– Sell
-4,510
Closed -$391K – 202
2026
Q1 		$391K Buy
+4,510
New +$396K 0.11% 134
2021
Q2 		$4K Hold
25
– – ﹤0.01% 289
2021
Q1 		$3K Buy
+25
New +$3.62K ﹤0.01% 288

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

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

Elmwood Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 4,510 shares — an estimated $391K sold.

Elmwood Wealth Management first reported a position in TLT in Q1 2021 and held it in 3 quarters. The position peaked at $391K in Q1 2026. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Elmwood Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Elmwood Wealth Management sold 4,510 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $391K.
  • Elmwood Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2021 and held it in 3 quarters.
  • Elmwood Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $391K in Q1 2026.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.