LF
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LifeSteps Financial’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

LifeSteps 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 		$2.42K Buy
+28
New +$2.4K ﹤0.01% 651
2024
Q2 		– Sell
-13
Closed -$1.23K – 369
2024
Q1 		$1.23K Buy
+13
New +$1.23K ﹤0.01% 404

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LifeSteps Financial's TLT Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 28 shares worth $2.42K. The stake represents ﹤0.01% of the portfolio and ranks #651 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in TLT as recently as Q1 2024.

LifeSteps Financial first reported a position in TLT in Q1 2024 and has held it in 2 quarters since. 1,046 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • LifeSteps Financial held 28 shares of iShares 20+ Year Treasury Bond ETF worth $2.42K as of Q2 2026.
  • iShares 20+ Year Treasury Bond ETF was a new LifeSteps Financial position in Q2 2026.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #651 holding.
  • LifeSteps Financial first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2024 and has held it in 2 quarters since.
  • 1,046 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.