IFWM
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Institute for Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Institute for 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 		$84.3K Buy
+976
New +$83.8K 0.01% 732
2025
Q1 		– Sell
-2,310
Closed -$202K – 548
2024
Q4 		$202K Sell
2,310
-1,282
-36% -$118K 0.03% 487
2024
Q3 		$352K Sell
3,592
-121
-3% -$11.7K 0.04% 372
2024
Q2 		$341K Buy
3,713
+136
+4% +$12.4K 0.05% 363
2024
Q1 		$338K Sell
3,577
-82
-2% -$7.76K 0.04% 363
2023
Q4 		$362K Buy
3,659
+277
+8% +$25K 0.06% 333
2023
Q3 		$300K Buy
3,382
+1,000
+42% +$96.1K 0.05% 347
2023
Q2 		$245K Sell
2,382
-351
-13% -$36.4K 0.04% 408
2023
Q1 		$291K Sell
2,733
-1,264
-32% -$132K 0.06% 363
2022
Q4 		$398K Sell
3,997
-134
-3% -$13.5K 0.08% 303
2022
Q3 		$423K Sell
4,131
-259
-6% -$29.2K 0.09% 271
2022
Q2 		$504K Buy
4,390
+393
+10% +$46.3K 0.1% 273
2022
Q1 		$528K Buy
3,997
+689
+21% +$95K 0.09% 286
2021
Q4 		$490K Buy
3,308
+467
+16% +$68.8K 0.08% 284
2021
Q3 		$410K Sell
2,841
-254
-8% -$37.7K 0.07% 308
2021
Q2 		$447K Buy
3,095
+196
+7% +$27.3K 0.08% 296
2021
Q1 		$393K Buy
2,899
+57
+2% +$8.26K 0.07% 311
2020
Q4 		$448K Sell
2,842
-114
-4% -$18.1K 0.09% 273
2020
Q3 		$483K Sell
2,956
-32
-1% -$5.31K 0.11% 231
2020
Q2 		$490K Buy
+2,988
New +$492K 0.12% 233
2020
Q1 		– Sell
-107
Closed -$14K – 657
2019
Q4 		$14K Buy
+107
New +$14.9K ﹤0.01% 585
2019
Q3 		– Sell
-7,019
Closed -$932K – 470
2019
Q2 		$932K Sell
7,019
-206
-3% -$26.2K 0.21% 141
2019
Q1 		$916K Buy
+7,225
New +$879K 0.2% 138
2018
Q1 		– Sell
-3,359
Closed -$426K – 386
2017
Q4 		$426K Buy
+3,359
New +$422K 0.1% 252

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

Institute for Wealth Management's TLT Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 976 shares worth $84.3K. The stake represents 0.01% of the portfolio and ranks #732 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in TLT as recently as Q4 2024.

Institute for Wealth Management first reported a position in TLT in Q4 2017 and has held it in 24 quarters since. The position peaked at $932K in Q2 2019. 1,049 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Institute for Wealth Management held 976 shares of iShares 20+ Year Treasury Bond ETF worth $84.3K as of Q2 2026.
  • iShares 20+ Year Treasury Bond ETF was a new Institute for Wealth Management position in Q2 2026.
  • iShares 20+ Year Treasury Bond ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #732 holding.
  • Institute for Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2017 and has held it in 24 quarters since.
  • Institute for Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $932K in Q2 2019.
  • 1,049 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.