Financial Engines Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Financial Engines Advisors’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	$7.83M	Buy	90,578 +43,325	+92%	+$3.72M	0.01%	120
2026 Q1	$4.1M	Buy	47,253 +845	+2%	+$74.3K	0.01%	159
2025 Q4	$4.04M	Sell	46,408 -95,476	-67%	-$8.54M	0.01%	163
2025 Q3	$12.7M	Buy	141,884 +91,674	+183%	+$8.02M	0.02%	100
2025 Q2	$4.43M	Buy	50,210 +32,807	+189%	+$2.86M	0.01%	156
2025 Q1	$1.58M	Sell	17,403 -1,213	-7%	-$108K	﹤0.01%	210
2024 Q4	$1.63M	Sell	18,616 -2,444	-12%	-$225K	﹤0.01%	216
2024 Q3	$2.07M	Buy	21,060 +3,213	+18%	+$310K	﹤0.01%	182
2024 Q2	$1.64M	Sell	17,847 -6,163	-26%	-$562K	﹤0.01%	184
2024 Q1	$2.27M	Sell	24,010 -52,020	-68%	-$4.92M	0.01%	156
2023 Q4	$7.52M	Buy	76,030 +72,448	+2,023%	+$6.55M	0.02%	85
2023 Q3	$318K	Sell	3,582 -30,559	-90%	-$2.94M	﹤0.01%	238
2023 Q2	$3.51M	Buy	34,141 +605	+2%	+$62.8K	0.01%	104
2023 Q1	$3.57M	Sell	33,536 -61,566	-65%	-$6.44M	0.01%	104
2022 Q4	$9.47M	Buy	95,102 +57,757	+155%	+$5.82M	0.03%	82
2022 Q3	$3.83M	Buy	37,345 +16,181	+76%	+$1.82M	0.01%	93
2022 Q2	$2.43M	Buy	21,164 +13,070	+161%	+$1.54M	0.01%	111
2022 Q1	$1.07M	Buy	8,094 +1,799	+29%	+$248K	﹤0.01%	160
2021 Q4	$933K	Buy	+6,295	New	+$928K	﹤0.01%	125

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

Financial Engines Advisors's TLT Position: Q2 2026 in Review

Financial Engines Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 92% in Q2 2026, buying an estimated $3.72M and bringing the position to 90,578 shares worth $7.83M. The position accounts for 0.01% of the portfolio, ranked #120.

Financial Engines Advisors first reported a position in TLT in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.7M in Q3 2025. 1,041 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Financial Engines Advisors held 90,578 shares of iShares 20+ Year Treasury Bond ETF worth $7.83M as of Q2 2026.
Financial Engines Advisors bought 43,325 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $3.72M.
iShares 20+ Year Treasury Bond ETF made up 0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #120 holding.
Financial Engines Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
Financial Engines Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $12.7M in Q3 2025.
1,041 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.