Kiley Juergens Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Kiley Juergens Wealth 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	$3.18M	Buy	36,763 +70	+0.2%	+$6.01K	0.5%	38
2026 Q1	$3.18M	Buy	36,693 +919	+3%	+$80.8K	0.56%	34
2025 Q4	$3.12M	Sell	35,774 -1,233	-3%	-$110K	0.67%	33
2025 Q3	$3.31M	Buy	37,007 +347	+0.9%	+$30.4K	0.73%	30
2025 Q2	$3.24M	Sell	36,660 -3,425	-9%	-$299K	0.75%	30
2025 Q1	$3.65M	Sell	40,085 -2,133	-5%	-$190K	0.97%	24
2024 Q4	$3.69M	Buy	42,218 +6,426	+18%	+$591K	0.92%	24
2024 Q3	$3.51M	Buy	35,792 +13,849	+63%	+$1.34M	0.91%	25
2024 Q2	$2.01M	Buy	+21,943	New	+$2M	0.56%	35

Other funds holding TLT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Kiley Juergens Wealth Management's TLT Position: Q2 2026 in Review

Kiley Juergens Wealth Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.19% in Q2 2026, buying an estimated $6.01K and bringing the position to 36,763 shares worth $3.18M. The position accounts for 0.5% of the portfolio, ranked #38.

Kiley Juergens Wealth Management first reported a position in TLT in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.69M in Q4 2024. 633 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Kiley Juergens Wealth Management held 36,763 shares of iShares 20+ Year Treasury Bond ETF worth $3.18M as of Q2 2026.
Kiley Juergens Wealth Management bought 70 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $6.01K.
iShares 20+ Year Treasury Bond ETF made up 0.5% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #38 holding.
Kiley Juergens Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
Kiley Juergens Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $3.69M in Q4 2024.
633 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.