Empowered Funds’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Empowered Funds’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	$7.78M	Sell	90,382 -65,265	-42%	-$5.6M	0.04%	505
2026 Q1	$13.4M	Buy	+155,647	New	+$13.7M	0.09%	259
2025 Q4	–	Sell	-53,093	Closed	-$4.73M	–	1815
2025 Q3	$4.73M	Buy	53,093 +44,943	+551%	+$3.93M	0.05%	503
2025 Q2	$717K	Sell	8,150 -59,404	-88%	-$5.18M	0.01%	1198
2025 Q1	$6.15M	Buy	67,554 +8,213	+14%	+$731K	0.09%	316
2024 Q4	$5.18M	Buy	+59,341	New	+$5.46M	0.08%	362
2022 Q4	–	Sell	-184,242	Closed	-$18.8M	–	578
2022 Q3	$18.8M	Buy	+184,242	New	+$20.7M	1.82%	8

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

Empowered Funds's TLT Position: Q2 2026 in Review

Empowered Funds reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 42% in Q2 2026, selling an estimated $5.6M and leaving 90,382 shares worth $7.78M. The position accounts for 0.04% of the portfolio, ranked #505.

Empowered Funds first reported a position in TLT in Q3 2022 and has held it in 7 quarters since. The position peaked at $18.8M in Q3 2022. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Empowered Funds held 90,382 shares of iShares 20+ Year Treasury Bond ETF worth $7.78M as of Q2 2026.
Empowered Funds sold 65,265 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $5.6M.
iShares 20+ Year Treasury Bond ETF made up 0.04% of Empowered Funds's portfolio in Q2 2026, its #505 holding.
Empowered Funds first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2022 and has held it in 7 quarters since.
Empowered Funds's iShares 20+ Year Treasury Bond ETF position peaked at $18.8M in Q3 2022.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.