LifeWealth Investments’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

LifeWealth Investments’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	$7.09M	Buy	82,019 +1,888	+2%	+$162K	1.89%	16
2026 Q1	$6.95M	Buy	80,131 +10,919	+16%	+$960K	2.07%	13
2025 Q4	$6.03M	Buy	69,212 +2,238	+3%	+$200K	1.91%	14
2025 Q3	$5.99M	Buy	66,974 +1,774	+3%	+$155K	1.97%	13
2025 Q2	$5.75M	Buy	65,200 +14,314	+28%	+$1.25M	2.09%	12
2025 Q1	$4.63M	Buy	50,886 +9,256	+22%	+$824K	2.23%	10
2024 Q4	$3.64M	Buy	+41,630	New	+$3.83M	2.41%	6

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LifeWealth Investments's TLT Position: Q2 2026 in Review

LifeWealth Investments increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 2.4% in Q2 2026, buying an estimated $162K and bringing the position to 82,019 shares worth $7.09M. The position accounts for 1.89% of the portfolio, ranked #16.

LifeWealth Investments first reported a position in TLT in Q4 2024 and has held it in 7 quarters since. 1,043 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

LifeWealth Investments held 82,019 shares of iShares 20+ Year Treasury Bond ETF worth $7.09M as of Q2 2026.
LifeWealth Investments bought 1,888 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $162K.
iShares 20+ Year Treasury Bond ETF made up 1.89% of LifeWealth Investments's portfolio in Q2 2026, its #16 holding.
LifeWealth Investments first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,043 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.