GIM
TLT icon

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

Goelzer 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 		$1.46M Buy
16,944
+189
+1% +$16.2K 0.06% 152
2026
Q1 		$1.45M Buy
16,755
+116
+0.7% +$10.2K 0.07% 150
2025
Q4 		$1.45M Buy
16,639
+233
+1% +$20.8K 0.07% 141
2025
Q3 		$1.47M Buy
16,406
+731
+5% +$63.9K 0.08% 137
2025
Q2 		$1.38M Buy
15,675
+171
+1% +$14.9K 0.08% 139
2025
Q1 		$1.41M Buy
15,504
+103
+0.7% +$9.17K 0.08% 135
2024
Q4 		$1.34M Buy
15,401
+215
+1% +$19.8K 0.08% 134
2024
Q3 		$1.49M Buy
15,186
+143
+1% +$13.8K 0.08% 133
2024
Q2 		$1.38M Buy
15,043
+152
+1% +$13.8K 0.08% 132
2024
Q1 		$1.41M Sell
14,891
-1,041
-7% -$98.5K 0.08% 133
2023
Q4 		$1.58M Sell
15,932
-114,240
-88% -$10.3M 0.1% 131
2023
Q3 		$11.5M Buy
130,172
+22,425
+21% +$2.16M 0.81% 20
2023
Q2 		$11.1M Buy
107,747
+11,074
+11% +$1.15M 0.94% 22
2023
Q1 		$10.3M Buy
96,673
+8,184
+9% +$856K 0.89% 24
2022
Q4 		$8.81M Buy
88,489
+11,218
+15% +$1.13M 0.75% 32
2022
Q3 		$7.92M Buy
77,271
+22,729
+42% +$2.56M 0.79% 33
2022
Q2 		$6.26M Buy
54,542
+865
+2% +$102K 0.6% 50
2022
Q1 		$7.09M Buy
53,677
+4,160
+8% +$574K 0.61% 51
2021
Q4 		$7.34M Buy
49,517
+5,400
+12% +$796K 0.6% 50
2021
Q3 		$6.37M Buy
44,117
+12,396
+39% +$1.84M 0.56% 52
2021
Q2 		$4.58M Buy
31,721
+7,631
+32% +$1.06M 0.38% 86
2021
Q1 		$3.26M Buy
24,090
+12,666
+111% +$1.84M 0.29% 110
2020
Q4 		$1.8M Buy
+11,424
New +$1.81M 0.17% 141

Other funds holding TLT

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Envestnet Portfolio Solutions
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
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IA
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
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

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

Goelzer Investment Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1.1% in Q2 2026, buying an estimated $16.2K and bringing the position to 16,944 shares worth $1.46M. The position accounts for 0.06% of the portfolio, ranked #152.

Goelzer Investment Management first reported a position in TLT in Q4 2020 and has held it in 23 quarters since. The position peaked at $11.5M in Q3 2023. 295 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Goelzer Investment Management held 16,944 shares of iShares 20+ Year Treasury Bond ETF worth $1.46M as of Q2 2026.
  • Goelzer Investment Management bought 189 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $16.2K.
  • iShares 20+ Year Treasury Bond ETF made up 0.06% of Goelzer Investment Management's portfolio in Q2 2026, its #152 holding.
  • Goelzer Investment Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Goelzer Investment Management's iShares 20+ Year Treasury Bond ETF position peaked at $11.5M in Q3 2023.
  • 295 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.