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Invictus Private Wealth’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Invictus Private Wealth’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 		$965K Buy
11,172
+3,311
+42% +$284K 0.05% 40
2026
Q1 		$681K Buy
7,861
+222
+3% +$19.5K 0.04% 49
2025
Q4 		$666K Buy
7,639
+29
+0.4% +$2.59K 0.04% 50
2025
Q3 		$680K Sell
7,610
-239
-3% -$20.9K 0.04% 49
2025
Q2 		$693K Buy
7,849
+2,505
+47% +$218K 0.05% 46
2025
Q1 		$486K Buy
5,344
+159
+3% +$14.2K 0.04% 56
2024
Q4 		$453K Sell
5,185
-2,180
-30% -$201K 0.03% 61
2024
Q3 		$723K Sell
7,365
-276
-4% -$26.6K 0.06% 42
2024
Q2 		$701K Buy
7,641
+196
+3% +$17.9K 0.06% 42
2024
Q1 		$704K Sell
7,445
-820
-10% -$77.6K 0.06% 42
2023
Q4 		$817K Buy
8,265
+739
+10% +$66.8K 0.08% 38
2023
Q3 		$667K Buy
7,526
+3,081
+69% +$296K 0.07% 43
2023
Q2 		$458K Buy
+4,445
New +$461K 0.05% 58

Other funds holding TLT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 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

Invictus Private Wealth's TLT Position: Q2 2026 in Review

Invictus Private Wealth increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 42% in Q2 2026, buying an estimated $284K and bringing the position to 11,172 shares worth $965K. The position accounts for 0.05% of the portfolio, ranked #40.

Invictus Private Wealth first reported a position in TLT in Q2 2023 and has held it in 13 quarters since. 449 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Invictus Private Wealth held 11,172 shares of iShares 20+ Year Treasury Bond ETF worth $965K as of Q2 2026.
  • Invictus Private Wealth bought 3,311 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $284K.
  • iShares 20+ Year Treasury Bond ETF made up 0.05% of Invictus Private Wealth's portfolio in Q2 2026, its #40 holding.
  • Invictus Private Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • 449 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Invictus Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.