MHB
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Midwest Heritage Bank’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Midwest Heritage Bank’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 		$5M Buy
57,885
+2,897
+5% +$249K 1.42% 16
2026
Q1 		$4.77M Buy
54,988
+12,318
+29% +$1.08M 1.53% 16
2025
Q4 		$3.72M Buy
42,670
+2,595
+6% +$232K 1.28% 17
2025
Q3 		$3.58M Buy
40,075
+1,104
+3% +$96.6K 1.27% 17
2025
Q2 		$3.44M Buy
38,971
+3,088
+9% +$269K 1.29% 17
2025
Q1 		$3.27M Buy
35,883
+16,335
+84% +$1.45M 1.35% 16
2024
Q4 		$1.71M Buy
19,548
+15,439
+376% +$1.42M 0.79% 20
2024
Q3 		$403K Buy
4,109
+1,630
+66% +$157K 0.19% 38
2024
Q2 		$228K Sell
2,479
-6
-0.2% -$547 0.12% 50
2024
Q1 		$235K Buy
+2,485
New +$235K 0.12% 48

Other funds holding TLT

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Midwest Heritage Bank's TLT Position: Q2 2026 in Review

Midwest Heritage Bank increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 5.3% in Q2 2026, buying an estimated $249K and bringing the position to 57,885 shares worth $5M. The position accounts for 1.42% of the portfolio, ranked #16.

Midwest Heritage Bank first reported a position in TLT in Q1 2024 and has held it in 10 quarters since. 538 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Midwest Heritage Bank held 57,885 shares of iShares 20+ Year Treasury Bond ETF worth $5M as of Q2 2026.
  • Midwest Heritage Bank bought 2,897 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $249K.
  • iShares 20+ Year Treasury Bond ETF made up 1.42% of Midwest Heritage Bank's portfolio in Q2 2026, its #16 holding.
  • Midwest Heritage Bank first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 538 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Midwest Heritage Bank's 13F filing for Q2 2026, filed 28 Jul 2026.