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

Fonville 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	$270K	Sell	3,122 -15	-0.5%	-$1.29K	0.04%	124
2026 Q1	$272K	Buy	3,137 +5	+0.2%	+$440	0.05%	111
2025 Q4	$273K	Buy	3,132 +9	+0.3%	+$805	0.06%	110
2025 Q3	$279K	Sell	3,123 -2,893	-48%	-$253K	0.06%	108
2025 Q2	$531K	Buy	6,016 +7	+0.1%	+$610	0.13%	79
2025 Q1	$547K	Sell	6,009 -1,091	-15%	-$97.1K	0.16%	73
2024 Q4	$620K	Buy	7,100 +2,400	+51%	+$221K	0.2%	62
2024 Q3	$461K	Hold	4,700	–	–	0.16%	70
2024 Q2	$431K	Hold	4,700	–	–	0.17%	69
2024 Q1	$445K	Buy	+4,700	New	+$445K	0.2%	67

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

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

Fonville Wealth Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.48% in Q2 2026, selling an estimated $1.29K and leaving 3,122 shares worth $270K. The position accounts for 0.04% of the portfolio, ranked #124.

Fonville Wealth Management first reported a position in TLT in Q1 2024 and has held it in 10 quarters since. The position peaked at $620K in Q4 2024. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Fonville Wealth Management held 3,122 shares of iShares 20+ Year Treasury Bond ETF worth $270K as of Q2 2026.
Fonville Wealth Management sold 15 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $1.29K.
iShares 20+ Year Treasury Bond ETF made up 0.04% of Fonville Wealth Management's portfolio in Q2 2026, its #124 holding.
Fonville Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
Fonville Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $620K in Q4 2024.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.