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Horst & Graben Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Horst & Graben Wealth 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 		$5.58M Sell
65,277
-68,996
-51% -$5.92M 0.73% 27
2026
Q1 		$11.6M Buy
134,273
+1,788
+1% +$157K 1.59% 24
2025
Q4 		$11.6M Buy
132,485
+1,399
+1% +$125K 1.74% 21
2025
Q3 		$11.7M Buy
131,086
+1,453
+1% +$127K 1.79% 18
2025
Q2 		$11.4M Buy
129,633
+14,690
+13% +$1.28M 1.89% 18
2025
Q1 		$10.5M Sell
114,943
-71,563
-38% -$6.37M 1.88% 15
2024
Q4 		$16.3M Sell
186,506
-2,653
-1% -$244K 2.9% 12
2024
Q3 		$18.6M Sell
189,159
-14,826
-7% -$1.43M 3.33% 10
2024
Q2 		$18.7M Buy
203,985
+13,737
+7% +$1.25M 3.58% 10
2024
Q1 		$18M Sell
190,248
-23,388
-11% -$2.21M 3.66% 7
2023
Q4 		$21.1M Buy
213,636
+7,820
+4% +$707K 4.64% 5
2023
Q3 		$18.3M Buy
205,816
+113,537
+123% +$10.9M 4.49% 7
2023
Q2 		$9.5M Buy
92,279
+15,816
+21% +$1.64M 2.27% 15
2023
Q1 		$8.13M Buy
76,463
+73,192
+2,238% +$7.66M 2.02% 16
2022
Q4 		$326K Buy
+3,271
New +$330K 0.09% 96
2022
Q3 		– Sell
-3,033
Closed -$348K – 129
2022
Q2 		$348K Sell
3,033
-390
-11% -$45.9K 0.09% 91
2022
Q1 		$452K Sell
3,423
-132
-4% -$18.2K 0.11% 84
2021
Q4 		$527K Sell
3,555
-723
-17% -$107K 0.13% 78
2021
Q3 		$617K Sell
4,278
-1,745
-29% -$259K 0.17% 62
2021
Q2 		$869K Sell
6,023
-45,031
-88% -$6.28M 0.24% 53
2021
Q1 		$6.92M Sell
51,054
-1,368
-3% -$198K 2.18% 14
2020
Q4 		$8.27M Buy
52,422
+1,353
+3% +$215K 2.85% 9
2020
Q3 		$8.34M Buy
+51,069
New +$8.47M 3.24% 8

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

Horst & Graben Wealth Management's TLT Position: Q2 2026 in Review

Horst & Graben Wealth Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 51% in Q2 2026, selling an estimated $5.92M and leaving 65,277 shares worth $5.58M. The position accounts for 0.73% of the portfolio, ranked #27.

Horst & Graben Wealth Management first reported a position in TLT in Q3 2020 and has held it in 23 quarters since. The position peaked at $21.1M in Q4 2023. 1,041 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Horst & Graben Wealth Management held 65,277 shares of iShares 20+ Year Treasury Bond ETF worth $5.58M as of Q2 2026.
  • Horst & Graben Wealth Management sold 68,996 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $5.92M.
  • iShares 20+ Year Treasury Bond ETF made up 0.73% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Horst & Graben Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2020 and has held it in 23 quarters since.
  • Horst & Graben Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $21.1M in Q4 2023.
  • 1,041 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.