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

Encompass More 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	$5.68M	Sell	65,755 -6,412	-9%	-$551K	0.83%	29
2026 Q1	$6.26M	Sell	72,167 -34,642	-32%	-$3.05M	1.05%	24
2025 Q4	$9.31M	Sell	106,809 -58,430	-35%	-$5.22M	1.72%	16
2025 Q3	$14.8M	Buy	165,239 +62,960	+62%	+$5.51M	2.83%	6
2025 Q2	$9.03M	Sell	102,279 -39,109	-28%	-$3.41M	2.11%	9
2025 Q1	$12.9M	Buy	141,388 +137,977	+4,045%	+$12.3M	3.84%	3
2024 Q4	$298K	Buy	+3,411	New	+$314K	0.1%	149

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

Encompass More Asset Management's TLT Position: Q2 2026 in Review

Encompass More Asset Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 8.9% in Q2 2026, selling an estimated $551K and leaving 65,755 shares worth $5.68M. The position accounts for 0.83% of the portfolio, ranked #29.

Encompass More Asset Management first reported a position in TLT in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.8M in Q3 2025. 1,041 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Encompass More Asset Management held 65,755 shares of iShares 20+ Year Treasury Bond ETF worth $5.68M as of Q2 2026.
Encompass More Asset Management sold 6,412 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $551K.
iShares 20+ Year Treasury Bond ETF made up 0.83% of Encompass More Asset Management's portfolio in Q2 2026, its #29 holding.
Encompass More Asset Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Encompass More Asset Management's iShares 20+ Year Treasury Bond ETF position peaked at $14.8M in Q3 2025.
1,041 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.