Empirical Asset Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Empirical Asset 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	$1.76M	Buy	20,318 +2,903	+17%	+$249K	0.4%	69
2026 Q1	$1.51M	Sell	17,415 -1,048	-6%	-$92.1K	0.4%	62
2025 Q4	$1.61M	Buy	18,463 +759	+4%	+$67.9K	0.45%	55
2025 Q3	$1.58M	Buy	17,704 +11,967	+209%	+$1.05M	0.44%	48
2025 Q2	$506K	Buy	5,737 +117	+2%	+$10.2K	0.16%	203
2025 Q1	$512K	Sell	5,620 -876	-13%	-$78K	0.17%	179
2024 Q4	$567K	Buy	6,496 +276	+4%	+$25.4K	0.19%	151
2024 Q3	$610K	Buy	6,220 +152	+3%	+$14.7K	0.22%	139
2024 Q2	$557K	Buy	6,068 +940	+18%	+$85.7K	0.21%	138
2024 Q1	$485K	Buy	5,128 +1,063	+26%	+$101K	0.23%	113
2023 Q4	$402K	Buy	4,065 +74	+2%	+$6.69K	0.33%	110
2023 Q3	$354K	Buy	3,991 +964	+32%	+$92.7K	0.31%	112
2023 Q2	$312K	Buy	3,027 +21	+0.7%	+$2.18K	0.28%	113
2023 Q1	$320K	Buy	3,006 +6	+0.2%	+$628	0.31%	103
2022 Q4	$299K	Buy	3,000 +5	+0.2%	+$504	0.31%	118
2022 Q3	$307K	Buy	2,995 +38	+1%	+$4.28K	0.33%	110
2022 Q2	$340K	Sell	2,957 -83	-3%	-$9.77K	0.36%	106
2022 Q1	$402K	Sell	3,040 -207	-6%	-$28.6K	0.38%	95
2021 Q4	$481K	Buy	+3,247	New	+$479K	0.46%	79

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

Empirical Asset Management's TLT Position: Q2 2026 in Review

Empirical Asset Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 17% in Q2 2026, buying an estimated $249K and bringing the position to 20,318 shares worth $1.76M. The position accounts for 0.4% of the portfolio, ranked #69.

Empirical Asset Management first reported a position in TLT in Q4 2021 and has held it in 19 quarters since. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Empirical Asset Management held 20,318 shares of iShares 20+ Year Treasury Bond ETF worth $1.76M as of Q2 2026.
Empirical Asset Management bought 2,903 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $249K.
iShares 20+ Year Treasury Bond ETF made up 0.4% of Empirical Asset Management's portfolio in Q2 2026, its #69 holding.
Empirical Asset Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.