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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$89.7K Buy
1,037
+425
+69% +$36.5K 0.02% 256
2026
Q1
$53K Buy
612
+410
+203% +$36K 0.01% 304
2025
Q4
$17.6K Buy
+202
New +$18.1K ﹤0.01% 451

Other funds holding TLT

Financial Perspectives's TLT Position: Q2 2026 in Review

Financial Perspectives increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 69% in Q2 2026, buying an estimated $36.5K and bringing the position to 1,037 shares worth $89.7K. The position accounts for 0.02% of the portfolio, ranked #256.

Financial Perspectives first reported a position in TLT in Q4 2025 and has held it in 3 quarters since. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Financial Perspectives held 1,037 shares of iShares 20+ Year Treasury Bond ETF worth $89.7K as of Q2 2026.
  • Financial Perspectives bought 425 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $36.5K.
  • iShares 20+ Year Treasury Bond ETF made up 0.02% of Financial Perspectives's portfolio in Q2 2026, its #256 holding.
  • Financial Perspectives first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.