MWM
TLT icon

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

Maripau 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 		$296K Sell
3,424
-300
-8% -$25.8K 0.11% 139
2026
Q1 		$323K Sell
3,724
-366
-9% -$32.2K 0.14% 129
2025
Q4 		$356K Sell
4,090
-212
-5% -$19K 0.16% 111
2025
Q3 		$384K Sell
4,302
-309
-7% -$27K 0.19% 95
2025
Q2 		$407K Sell
4,611
-5,720
-55% -$499K 0.21% 96
2025
Q1 		$940K Sell
10,331
-2,441
-19% -$217K 0.54% 43
2024
Q4 		$1.12M Sell
12,772
-14,018
-52% -$1.29M 0.66% 35
2024
Q3 		$2.63M Sell
26,790
-4,468
-14% -$431K 2.28% 15
2024
Q2 		$2.87M Sell
31,258
-283
-0.9% -$25.8K 1.96% 10
2024
Q1 		$2.98M Sell
31,541
-941
-3% -$89K 2.24% 7
2023
Q4 		$3.21M Sell
32,482
-8,669
-21% -$783K 2.79% 7
2023
Q3 		$3.65M Buy
41,151
+9,312
+29% +$895K 3.36% 6
2023
Q2 		$3.28M Buy
31,839
+5,287
+20% +$548K 2.92% 8
2023
Q1 		$2.82M Sell
26,552
-2,167
-8% -$227K 2.94% 10
2022
Q4 		$3.1M Buy
28,719
+980
+4% +$98.7K 3.23% 8
2022
Q3 		$2.67M Buy
27,739
+2,866
+12% +$323K 2.88% 7
2022
Q2 		$2.99M Sell
24,873
-2,203
-8% -$259K 3.23% 6
2022
Q1 		$3.21M Sell
27,076
-5,937
-18% -$819K 2.9% 9
2021
Q4 		$4.5M Buy
+33,013
New +$4.87M 4.26% 6

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

Maripau Wealth Management's TLT Position: Q2 2026 in Review

Maripau Wealth Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 8.1% in Q2 2026, selling an estimated $25.8K and leaving 3,424 shares worth $296K. The position accounts for 0.11% of the portfolio, ranked #139.

Maripau Wealth Management first reported a position in TLT in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.5M in Q4 2021. 1,045 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Maripau Wealth Management held 3,424 shares of iShares 20+ Year Treasury Bond ETF worth $296K as of Q2 2026.
  • Maripau Wealth Management sold 300 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $25.8K.
  • iShares 20+ Year Treasury Bond ETF made up 0.11% of Maripau Wealth Management's portfolio in Q2 2026, its #139 holding.
  • Maripau Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Maripau Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $4.5M in Q4 2021.
  • 1,045 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Maripau Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.