Fulcrum Equity Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Fulcrum Equity 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	$18.9K	Buy	+219	New	+$18.8K	0.01%	144
2025 Q2	–	Sell	-4,258	Closed	-$388K	–	124
2025 Q1	$388K	Sell	4,258 -1,941	-31%	-$173K	0.42%	57
2024 Q4	$541K	Sell	6,199 -328	-5%	-$30.2K	0.54%	59
2024 Q3	$640K	Sell	6,527 -73	-1%	-$7.04K	0.54%	57
2024 Q2	$606K	Buy	+6,600	New	+$601K	0.54%	61
2023 Q1	–	Sell	-15,675	Closed	-$1.56M	–	107
2022 Q4	$1.56M	Sell	15,675 -3,142	-17%	-$317K	1.28%	28
2022 Q3	$1.93M	Buy	+18,817	New	+$2.12M	1.63%	26
2022 Q1	–	Sell	-2,161	Closed	-$320K	–	181
2021 Q4	$320K	Sell	2,161 -1,483	-41%	-$219K	0.12%	122
2021 Q3	$526K	Buy	+3,644	New	+$541K	0.2%	83
2021 Q2	–	Sell	-2,410	Closed	-$326K	–	234
2021 Q1	$326K	Sell	2,410 -10,327	-81%	-$1.5M	0.13%	138
2020 Q4	$2.01M	Buy	12,737 +300	+2%	+$47.6K	0.8%	47
2020 Q3	$2.03M	Buy	12,437 +9,000	+262%	+$1.49M	0.94%	33
2020 Q2	$563K	Buy	+3,437	New	+$566K	0.27%	65
2020 Q1	–	Sell	-3,079	Closed	-$417K	–	89
2019 Q4	$417K	Sell	3,079 -7,865	-72%	-$1.09M	0.22%	74
2019 Q3	$1.57M	Buy	10,944 +3,501	+47%	+$487K	0.79%	17
2019 Q2	$1.04M	Buy	+7,443	New	+$945K	0.5%	18

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

Fulcrum Equity Management's TLT Position: Q2 2026 in Review

Fulcrum Equity Management opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 219 shares worth $18.9K. The stake represents 0.01% of the portfolio and ranks #144 among its holdings. This is a return to the name: Fulcrum Equity Management previously reported a position in TLT as recently as Q1 2025.

Fulcrum Equity Management first reported a position in TLT in Q2 2019 and has held it in 16 quarters since. The position peaked at $2.03M in Q3 2020. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Fulcrum Equity Management held 219 shares of iShares 20+ Year Treasury Bond ETF worth $18.9K as of Q2 2026.
iShares 20+ Year Treasury Bond ETF was a new Fulcrum Equity Management position in Q2 2026.
iShares 20+ Year Treasury Bond ETF made up 0.01% of Fulcrum Equity Management's portfolio in Q2 2026, its #144 holding.
Fulcrum Equity Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2019 and has held it in 16 quarters since.
Fulcrum Equity Management's iShares 20+ Year Treasury Bond ETF position peaked at $2.03M in Q3 2020.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.