Formidable Asset Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Formidable Asset 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	$1.97M	Sell	22,712 -1,508	-6%	-$129K	0.31%	66
2026 Q1	$2.11M	Sell	24,220 -336	-1%	-$29.5K	0.33%	61
2025 Q4	$2.19M	Buy	24,556 +1,620	+7%	+$145K	0.32%	57
2025 Q3	$2.02M	Buy	22,936 +387	+2%	+$33.8K	0.32%	60
2025 Q2	$2.05M	Hold	22,549	–	–	0.34%	54
2025 Q1	$2.05M	Sell	22,549 -2,344	-9%	-$209K	0.34%	54
2024 Q4	$2M	Sell	24,893 -4,912	-16%	-$452K	0.33%	60
2024 Q3	$2.92M	Buy	29,805 +2,575	+9%	+$248K	0.47%	39
2024 Q2	$2.5M	Buy	27,230 +13,790	+103%	+$1.26M	0.4%	42
2024 Q1	$1.27M	Buy	+13,440	New	+$1.27M	0.21%	100

Other funds holding TLT

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

Formidable Asset Management's TLT Position: Q2 2026 in Review

Formidable Asset Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 6.2% in Q2 2026, selling an estimated $129K and leaving 22,712 shares worth $1.97M. The position accounts for 0.31% of the portfolio, ranked #66.

Formidable Asset Management first reported a position in TLT in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.92M in Q3 2024. 177 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Formidable Asset Management held 22,712 shares of iShares 20+ Year Treasury Bond ETF worth $1.97M as of Q2 2026.
Formidable Asset Management sold 1,508 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $129K.
iShares 20+ Year Treasury Bond ETF made up 0.31% of Formidable Asset Management's portfolio in Q2 2026, its #66 holding.
Formidable Asset Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
Formidable Asset Management's iShares 20+ Year Treasury Bond ETF position peaked at $2.92M in Q3 2024.
177 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.