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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 		$2.07M Hold
24,000
– – 1.52% 12
2026
Q1 		$7.18K Buy
+24,000
New +$2.11M 0.01% 127

Other funds holding TLT

FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
TC
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
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 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. 156 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.
  • 156 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.