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

Modern 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 		$2.2M Sell
25,501
-1,985
-7% -$170K 0.03% 377
2026
Q1 		$2.37M Sell
27,486
-3,713
-12% -$326K 0.04% 290
2025
Q4 		$2.72M Buy
31,199
+1,673
+6% +$150K 0.05% 258
2025
Q3 		$2.64M Sell
29,526
-24,207
-45% -$2.12M 0.05% 254
2025
Q2 		$4.74M Buy
53,733
+1,774
+3% +$155K 0.12% 170
2025
Q1 		$4.73M Sell
51,959
-21,458
-29% -$1.91M 0.15% 132
2024
Q4 		$6.41M Buy
73,417
+34,920
+91% +$3.21M 0.24% 87
2024
Q3 		$3.78M Buy
38,497
+10,044
+35% +$969K 0.23% 71
2024
Q2 		$2.61M Buy
28,453
+9,148
+47% +$834K 0.19% 72
2024
Q1 		$1.83M Buy
+19,305
New +$1.83M 0.17% 77

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

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

Modern Wealth Management reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 7.2% in Q2 2026, selling an estimated $170K and leaving 25,501 shares worth $2.2M. The position accounts for 0.03% of the portfolio, ranked #377.

Modern Wealth Management first reported a position in TLT in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.41M in Q4 2024. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Modern Wealth Management held 25,501 shares of iShares 20+ Year Treasury Bond ETF worth $2.2M as of Q2 2026.
  • Modern Wealth Management sold 1,985 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $170K.
  • iShares 20+ Year Treasury Bond ETF made up 0.03% of Modern Wealth Management's portfolio in Q2 2026, its #377 holding.
  • Modern Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Modern Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $6.41M in Q4 2024.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.