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FWL Investment Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

FWL Investment 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 		$138K Buy
1,595
+410
+35% +$35.2K 0.03% 130
2026
Q1 		$103K Sell
1,185
-15
-1% -$1.32K 0.02% 132
2025
Q4 		$105K Buy
1,200
+575
+92% +$51.4K 0.03% 117
2025
Q3 		$55.9K Sell
625
-65
-9% -$5.68K 0.01% 141
2025
Q2 		$60.9K Sell
690
-375
-35% -$32.7K 0.02% 144
2025
Q1 		$96.9K Buy
1,065
+690
+184% +$61.4K 0.04% 113
2024
Q4 		$32.7K Sell
375
-1,750
-82% -$161K 0.01% 171
2024
Q3 		$208K Buy
2,125
+536
+34% +$51.7K 0.08% 74
2024
Q2 		$146K Sell
1,589
-39,418
-96% -$3.59M 0.07% 57
2024
Q1 		$3.88M Buy
41,007
+2,999
+8% +$284K 2.14% 18
2023
Q4 		$3.76M Sell
38,008
-12,277
-24% -$1.11M 2.19% 18
2023
Q3 		$4.46M Buy
50,285
+1,437
+3% +$138K 2.99% 14
2023
Q2 		$5.03M Buy
+48,848
New +$5.07M 3.43% 11
2022
Q4 		– Sell
-90
Closed -$9K – 193
2022
Q3 		$9K Buy
+90
New +$10.1K 0.01% 52

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

FWL Investment Management's TLT Position: Q2 2026 in Review

FWL Investment Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 35% in Q2 2026, buying an estimated $35.2K and bringing the position to 1,595 shares worth $138K. The position accounts for 0.03% of the portfolio, ranked #130.

FWL Investment Management first reported a position in TLT in Q3 2022 and has held it in 14 quarters since. The position peaked at $5.03M in Q2 2023. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • FWL Investment Management held 1,595 shares of iShares 20+ Year Treasury Bond ETF worth $138K as of Q2 2026.
  • FWL Investment Management bought 410 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $35.2K.
  • iShares 20+ Year Treasury Bond ETF made up 0.03% of FWL Investment Management's portfolio in Q2 2026, its #130 holding.
  • FWL Investment Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2022 and has held it in 14 quarters since.
  • FWL Investment Management's iShares 20+ Year Treasury Bond ETF position peaked at $5.03M in Q2 2023.
  • 1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.