EMAM
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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 		$60.5K Buy
700
+200
+40% +$17.2K 0.01% 275
2026
Q1 		$43.3K Buy
+500
New +$44K 0.01% 245

Other funds holding TLT

FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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. 143 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.
  • 143 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.