Foguth Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Foguth Wealth 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	$3.75M	Sell	44,746 -718	-2%	-$61.7K	0.43%	54
2026 Q1	$3.9M	Sell	45,464 -21,759	-32%	-$1.91M	0.45%	51
2025 Q4	$5.85M	Buy	+67,223	New	+$6.01M	0.91%	36
2025 Q2	$5.99M	Sell	67,890 -50,831	-43%	-$4.43M	1.28%	22
2025 Q1	$10.8M	Buy	118,721 +109,526	+1,191%	+$9.75M	2.62%	8
2024 Q4	$802K	Buy	9,195 +3,244	+55%	+$299K	0.21%	66
2024 Q3	$565K	Buy	5,951 +62	+1%	+$5.98K	0.21%	67
2024 Q2	$541K	Sell	5,889 -313	-5%	-$28.5K	0.24%	62
2024 Q1	$587K	Buy	+6,202	New	+$587K	0.31%	61

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

Foguth Wealth Management's TLT Position: Q2 2026 in Review

Foguth Wealth Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1.6% in Q2 2026, selling an estimated $61.7K and leaving 44,746 shares worth $3.75M. The position accounts for 0.43% of the portfolio, ranked #54.

Foguth Wealth Management first reported a position in TLT in Q1 2024 and has held it in 9 quarters since. The position peaked at $10.8M in Q1 2025. 1,049 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Foguth Wealth Management held 44,746 shares of iShares 20+ Year Treasury Bond ETF worth $3.75M as of Q2 2026.
Foguth Wealth Management sold 718 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $61.7K.
iShares 20+ Year Treasury Bond ETF made up 0.43% of Foguth Wealth Management's portfolio in Q2 2026, its #54 holding.
Foguth Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
Foguth Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $10.8M in Q1 2025.
1,049 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.