JWS
TLT icon

Juncture Wealth Strategies’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Juncture Wealth Strategies’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 		$650K Hold
7,517
– – 0.17% 92
2026
Q1 		$652K Buy
7,517
+3,750
+100% +$330K 0.22% 66
2025
Q4 		$328K Buy
+3,767
New +$337K 0.11% 95

Other funds holding TLT

FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return

Juncture Wealth Strategies's TLT Position: Q2 2026 in Review

Juncture Wealth Strategies held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2026 at 7,517 shares worth $650K. The position accounts for 0.17% of the portfolio, ranked #92.

Juncture Wealth Strategies first reported a position in TLT in Q4 2025 and has held it in 3 quarters since. The position peaked at $652K in Q1 2026. 156 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Juncture Wealth Strategies held 7,517 shares of iShares 20+ Year Treasury Bond ETF worth $650K as of Q2 2026.
  • Juncture Wealth Strategies left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 20+ Year Treasury Bond ETF made up 0.17% of Juncture Wealth Strategies's portfolio in Q2 2026, its #92 holding.
  • Juncture Wealth Strategies first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Juncture Wealth Strategies's iShares 20+ Year Treasury Bond ETF position peaked at $652K in Q1 2026.
  • 156 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.