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

International Assets 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 		$130K Buy
1,516
+9
+0.6% +$773 0.01% 1002
2026
Q1 		$130K Sell
1,507
-3,446
-70% -$303K 0.01% 940
2025
Q4 		$432K Buy
+4,953
New +$443K 0.03% 501
2024
Q4 		– Sell
-88,450
Closed -$902 – 1830
2024
Q3 		$902 Buy
88,450
+87,511
+9,320% +$8.44M ﹤0.01% 1165
2024
Q2 		$86.2K Buy
+939
New +$85.6K 0.01% 993
2023
Q2 		– Sell
-2,580
Closed -$274K – 997
2023
Q1 		$274K Sell
2,580
-92
-3% -$9.63K 0.04% 387
2022
Q4 		$266K Buy
2,672
+250
+10% +$25.2K 0.03% 513
2022
Q3 		$248K Buy
2,422
+151
+7% +$17K 0.05% 318
2022
Q2 		$261 Sell
2,271
-341
-13% -$40.2K 0.02% 326
2022
Q1 		$345K Sell
2,612
-15
-0.6% -$2.07K 0.06% 299
2021
Q4 		$389K Buy
2,627
+258
+11% +$38K 0.07% 296
2021
Q3 		$342K Buy
2,369
+220
+10% +$32.7K 0.06% 311
2021
Q2 		$310K Sell
2,149
-3,288
-60% -$459K 0.06% 328
2021
Q1 		$816K Buy
5,437
+1,856
+52% +$269K 0.08% 252
2020
Q4 		$565K Buy
3,581
+1,379
+63% +$219K 0.1% 181
2020
Q3 		$359K Sell
2,202
-1,582
-42% -$262K 0.09% 210
2020
Q2 		$620K Buy
3,784
+1,995
+112% +$328K 0.15% 136
2020
Q1 		$295K Buy
+1,789
New +$267K 0.09% 208

Other funds holding TLT

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

International Assets Investment Management's TLT Position: Q2 2026 in Review

International Assets Investment Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.6% in Q2 2026, buying an estimated $773 and bringing the position to 1,516 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #1002.

International Assets Investment Management first reported a position in TLT in Q1 2020 and has held it in 18 quarters since. The position peaked at $816K in Q1 2021. 784 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • International Assets Investment Management held 1,516 shares of iShares 20+ Year Treasury Bond ETF worth $130K as of Q2 2026.
  • International Assets Investment Management bought 9 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $773.
  • iShares 20+ Year Treasury Bond ETF made up 0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1002 holding.
  • International Assets Investment Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2020 and has held it in 18 quarters since.
  • International Assets Investment Management's iShares 20+ Year Treasury Bond ETF position peaked at $816K in Q1 2021.
  • 784 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.