Financial Gravity Companies’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Financial Gravity Companies’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	$1.47K	Buy	+17	New	+$1.46K	﹤0.01%	787
2025 Q2	$1.68K	Buy	+19	New	+$1.66K	﹤0.01%	767
2024 Q4	$9.08K	Sell	104 -40	-28%	-$3.68K	﹤0.01%	578
2024 Q3	$14.1K	Buy	+144	New	+$13.9K	﹤0.01%	310
2018 Q4	$2.48M	Buy	+20,527	New	+$2.38M	2.26%	5
2018 Q1	$1.25M	Buy	10,526 +1,926	+22%	+$233K	1.28%	14
2017 Q4	$1.06M	Buy	+8,600	New	+$1.08M	1.21%	17

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 Gravity Companies's TLT Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 17 shares worth $1.47K. The stake represents ﹤0.01% of the portfolio and ranks #787 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in TLT as recently as Q2 2025.

Financial Gravity Companies first reported a position in TLT in Q4 2017 and has held it in 7 quarters since. The position peaked at $2.48M in Q4 2018. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Financial Gravity Companies held 17 shares of iShares 20+ Year Treasury Bond ETF worth $1.47K as of Q2 2026.
iShares 20+ Year Treasury Bond ETF was a new Financial Gravity Companies position in Q2 2026.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #787 holding.
Financial Gravity Companies first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2017 and has held it in 7 quarters since.
Financial Gravity Companies's iShares 20+ Year Treasury Bond ETF position peaked at $2.48M in Q4 2018.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.