Merkkuri Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Merkkuri Wealth Advisors’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	–	Sell	-249	Closed	-$21.6K	–	326
2026 Q1	$21.6K	Buy	+249	New	+$21.9K	0.01%	179
2025 Q1	–	Sell	-3,385	Closed	-$296K	–	87
2024 Q4	$296K	Buy	3,385 +578	+21%	+$53.2K	0.23%	70
2024 Q3	$275K	Sell	2,807 -69	-2%	-$6.65K	0.22%	73
2024 Q2	$264K	Buy	+2,876	New	+$262K	0.24%	69

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

Merkkuri Wealth Advisors's TLT Position: Q2 2026 in Review

Merkkuri Wealth Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 249 shares — an estimated $21.6K sold.

Merkkuri Wealth Advisors first reported a position in TLT in Q2 2024 and held it in 4 quarters. The position peaked at $296K in Q4 2024. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Merkkuri Wealth Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Merkkuri Wealth Advisors sold 249 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $21.6K.
Merkkuri Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2024 and held it in 4 quarters.
Merkkuri Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $296K in Q4 2024.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.