FM
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Foster & Motley’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Foster & Motley’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 		– Sell
-56,450
Closed -$4.89M – 417
2026
Q1 		$4.89M Sell
56,450
-9,294
-14% -$817K 0.25% 101
2025
Q4 		$5.73M Sell
65,744
-3,950
-6% -$353K 0.31% 87
2025
Q3 		$6.23M Sell
69,694
-3,768
-5% -$330K 0.34% 77
2025
Q2 		$6.48M Sell
73,462
-3,565
-5% -$311K 0.37% 69
2025
Q1 		$7.01M Buy
77,027
+1,711
+2% +$152K 0.44% 54
2024
Q4 		$6.58M Buy
75,316
+374
+0.5% +$34.4K 0.43% 61
2024
Q3 		$7.35M Buy
74,942
+535
+0.7% +$51.6K 0.47% 52
2024
Q2 		$6.83M Buy
74,407
+2,540
+4% +$231K 0.47% 51
2024
Q1 		$6.8M Buy
71,867
+9,244
+15% +$874K 0.47% 51
2023
Q4 		$6.19M Buy
62,623
+558
+0.9% +$50.4K 0.46% 53
2023
Q3 		$5.5M Buy
62,065
+17,076
+38% +$1.64M 0.45% 54
2023
Q2 		$4.63M Buy
44,989
+42,617
+1,797% +$4.42M 0.36% 75
2023
Q1 		$252K Buy
+2,372
New +$248K 0.02% 351

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Foster & Motley's TLT Position: Q2 2026 in Review

Foster & Motley sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 56,450 shares — an estimated $4.89M sold.

Foster & Motley first reported a position in TLT in Q1 2023 and held it in 13 quarters. The position peaked at $7.35M in Q3 2024. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Foster & Motley reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Foster & Motley sold 56,450 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $4.89M.
  • Foster & Motley first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2023 and held it in 13 quarters.
  • Foster & Motley's iShares 20+ Year Treasury Bond ETF position peaked at $7.35M in Q3 2024.
  • 1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Foster & Motley's 13F filing for Q2 2026, filed 7 Aug 2026.