Mendel Capital Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Mendel Capital 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	$292K	Buy	3,383 +11	+0.3%	+$945	0.13%	84
2026 Q1	$292K	Buy	+3,372	New	+$296K	0.15%	75
2025 Q3	$259K	Buy	2,903 +11	+0.4%	+$962	0.14%	84
2025 Q2	$255K	Sell	2,892 -153	-5%	-$13.3K	0.15%	82
2025 Q1	$277K	Sell	3,045 -172	-5%	-$15.3K	0.17%	80
2024 Q4	$281K	Sell	3,217 -1,052	-25%	-$96.8K	0.17%	78
2024 Q3	$419K	Buy	4,269 +1,134	+36%	+$109K	0.26%	70
2024 Q2	$288K	Buy	+3,135	New	+$286K	0.19%	81

Other funds holding TLT

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Mendel Capital Management's TLT Position: Q2 2026 in Review

Mendel Capital Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.33% in Q2 2026, buying an estimated $945 and bringing the position to 3,383 shares worth $292K. The position accounts for 0.13% of the portfolio, ranked #84.

Mendel Capital Management first reported a position in TLT in Q2 2024 and has held it in 8 quarters since. The position peaked at $419K in Q3 2024. 449 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Mendel Capital Management held 3,383 shares of iShares 20+ Year Treasury Bond ETF worth $292K as of Q2 2026.
Mendel Capital Management bought 11 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $945.
iShares 20+ Year Treasury Bond ETF made up 0.13% of Mendel Capital Management's portfolio in Q2 2026, its #84 holding.
Mendel Capital Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
Mendel Capital Management's iShares 20+ Year Treasury Bond ETF position peaked at $419K in Q3 2024.
449 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

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