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Miller Financial Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Miller Financial Services’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 		$4.61M Buy
53,291
+7,443
+16% +$639K 3.71% 3
2026
Q1 		$3.97M Buy
45,848
+4,928
+12% +$433K 4.35% 2
2025
Q4 		$3.57M Buy
40,920
+5,197
+15% +$465K 4.18% 3
2025
Q3 		$3.19M Buy
35,723
+11,583
+48% +$1.01M 3.69% 4
2025
Q2 		$2.13M Buy
24,140
+3,688
+18% +$322K 2.72% 8
2025
Q1 		$1.86M Sell
20,452
-13,180
-39% -$1.17M 2.68% 7
2024
Q4 		$2.94M Buy
+33,632
New +$3.1M 2.48% 5

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

Miller Financial Services's TLT Position: Q2 2026 in Review

Miller Financial Services increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 16% in Q2 2026, buying an estimated $639K and bringing the position to 53,291 shares worth $4.61M. The position accounts for 3.71% of the portfolio, ranked #3.

Miller Financial Services first reported a position in TLT in Q4 2024 and has held it in 7 quarters since. 1,046 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Miller Financial Services held 53,291 shares of iShares 20+ Year Treasury Bond ETF worth $4.61M as of Q2 2026.
  • Miller Financial Services bought 7,443 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $639K.
  • iShares 20+ Year Treasury Bond ETF made up 3.71% of Miller Financial Services's portfolio in Q2 2026, its #3 holding.
  • Miller Financial Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,046 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Miller Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.