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

Leavell 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 		$235K Buy
+2,722
New +$234K 0.01% 584

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

Leavell Investment Management's TLT Position: Q2 2026 in Review

Leavell Investment Management opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 2,722 shares worth $235K. The stake represents 0.01% of the portfolio and ranks #584 among its holdings.

295 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Leavell Investment Management held 2,722 shares of iShares 20+ Year Treasury Bond ETF worth $235K as of Q2 2026.
  • iShares 20+ Year Treasury Bond ETF was a new Leavell Investment Management position in Q2 2026.
  • iShares 20+ Year Treasury Bond ETF made up 0.01% of Leavell Investment Management's portfolio in Q2 2026, its #584 holding.
  • 295 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.