MWM
TLT icon

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

McNaughton 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 		$258K Buy
+2,987
New +$256K 0.09% 69
2025
Q2 		– Sell
-3,172
Closed -$289K – 77
2025
Q1 		$289K Buy
+3,172
New +$282K 0.14% 67

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

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

McNaughton Wealth Management opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 2,987 shares worth $258K. The stake represents 0.09% of the portfolio and ranks #69 among its holdings. This is a return to the name: McNaughton Wealth Management previously reported a position in TLT as recently as Q1 2025.

McNaughton Wealth Management first reported a position in TLT in Q1 2025 and has held it in 2 quarters since. The position peaked at $289K in Q1 2025. 259 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • McNaughton Wealth Management held 2,987 shares of iShares 20+ Year Treasury Bond ETF worth $258K as of Q2 2026.
  • iShares 20+ Year Treasury Bond ETF was a new McNaughton Wealth Management position in Q2 2026.
  • iShares 20+ Year Treasury Bond ETF made up 0.09% of McNaughton Wealth Management's portfolio in Q2 2026, its #69 holding.
  • McNaughton Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2025 and has held it in 2 quarters since.
  • McNaughton Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $289K in Q1 2025.
  • 259 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on McNaughton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.