JF
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Joule Financial’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Joule Financial’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 		$6.03M Buy
69,761
+262
+0.4% +$22.5K 1.63% 10
2026
Q1 		$6.02M Sell
69,499
-367
-0.5% -$32.3K 1.75% 9
2025
Q4 		$6.09M Buy
69,866
+4,698
+7% +$420K 1.82% 10
2025
Q3 		$5.82M Buy
65,168
+9,785
+18% +$856K 1.74% 9
2025
Q2 		$4.89M Buy
55,383
+23,713
+75% +$2.07M 1.59% 12
2025
Q1 		$2.88M Buy
31,670
+610
+2% +$54.3K 1.01% 15
2024
Q4 		$2.71M Sell
31,060
-541
-2% -$49.8K 0.96% 16
2024
Q3 		$3.1M Buy
31,601
+10,092
+47% +$973K 1.13% 12
2024
Q2 		$1.97M Sell
21,509
-4,309
-17% -$393K 0.8% 18
2024
Q1 		$2.44M Buy
25,818
+14,331
+125% +$1.36M 1.01% 12
2023
Q4 		$1.14M Sell
11,487
-334
-3% -$30.2K 0.53% 27
2023
Q3 		$1.05M Sell
11,821
-50,179
-81% -$4.82M 0.54% 26
2023
Q2 		$6.38M Buy
62,000
+577
+0.9% +$59.9K 3.29% 8
2023
Q1 		$6.53M Buy
61,423
+3,262
+6% +$341K 3.51% 8
2022
Q4 		$5.79M Buy
58,161
+45,168
+348% +$4.55M 3.84% 10
2022
Q3 		$1.33M Buy
12,993
+4,398
+51% +$495K 1% 21
2022
Q2 		$987K Buy
+8,595
New +$1.01M 0.77% 25

Other funds holding TLT

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
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
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Joule Financial's TLT Position: Q2 2026 in Review

Joule Financial increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.38% in Q2 2026, buying an estimated $22.5K and bringing the position to 69,761 shares worth $6.03M. The position accounts for 1.63% of the portfolio, ranked #10.

Joule Financial first reported a position in TLT in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.53M in Q1 2023. 288 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Joule Financial held 69,761 shares of iShares 20+ Year Treasury Bond ETF worth $6.03M as of Q2 2026.
  • Joule Financial bought 262 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $22.5K.
  • iShares 20+ Year Treasury Bond ETF made up 1.63% of Joule Financial's portfolio in Q2 2026, its #10 holding.
  • Joule Financial first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Joule Financial's iShares 20+ Year Treasury Bond ETF position peaked at $6.53M in Q1 2023.
  • 288 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.