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Integrated Investment Consultants’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Integrated Investment Consultants’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 		$609K Hold
7,051
– – 0.12% 121
2026
Q1 		$611K Buy
7,051
+277
+4% +$24.4K 0.13% 107
2025
Q4 		$590K Sell
6,774
-650
-9% -$58.1K 0.12% 121
2025
Q3 		$663K Sell
7,424
-1,180
-14% -$103K 0.11% 117
2025
Q2 		$759K Hold
8,604
– – 0.15% 103
2025
Q1 		$783K Sell
8,604
-4,180
-33% -$372K 0.16% 105
2024
Q4 		$736K Buy
12,784
+5,445
+74% +$501K 0.15% 116
2024
Q3 		$720K Buy
7,339
+1,501
+26% +$145K 0.16% 97
2024
Q2 		$552K Hold
5,838
– – 0.15% 116
2024
Q1 		$552K Buy
+5,838
New +$552K 0.15% 116
2022
Q2 		– Sell
-3,780
Closed -$499K – 298
2022
Q1 		$499K Buy
+3,780
New +$521K 0.14% 124
2016
Q4 		– Sell
-376
Closed -$50K – 596
2016
Q3 		$50K Sell
376
-4
-1% -$555 0.03% 385
2016
Q2 		$53K Sell
380
-30
-7% -$3.96K 0.03% 387
2016
Q1 		$54K Buy
+410
New +$52.5K 0.03% 344

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

Integrated Investment Consultants's TLT Position: Q2 2026 in Review

Integrated Investment Consultants held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2026 at 7,051 shares worth $609K. The position accounts for 0.12% of the portfolio, ranked #121.

Integrated Investment Consultants first reported a position in TLT in Q1 2016 and has held it in 14 quarters since. The position peaked at $783K in Q1 2025. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Integrated Investment Consultants held 7,051 shares of iShares 20+ Year Treasury Bond ETF worth $609K as of Q2 2026.
  • Integrated Investment Consultants left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 20+ Year Treasury Bond ETF made up 0.12% of Integrated Investment Consultants's portfolio in Q2 2026, its #121 holding.
  • Integrated Investment Consultants first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2016 and has held it in 14 quarters since.
  • Integrated Investment Consultants's iShares 20+ Year Treasury Bond ETF position peaked at $783K in Q1 2025.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Integrated Investment Consultants's 13F filing for Q2 2026, filed 17 Aug 2026.