Morling Financial Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Morling Financial 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	$188K	Buy	2,175 +25	+1%	+$2.15K	0.05%	82
2026 Q1	$186K	Sell	2,150 -1,044	-33%	-$91.8K	0.06%	76
2025 Q4	$278K	Buy	3,194 +1,147	+56%	+$103K	0.09%	63
2025 Q3	$183K	Buy	2,047 +1,011	+98%	+$88.4K	0.06%	71
2025 Q2	$91.4K	Buy	1,036 +12	+1%	+$1.05K	0.03%	81
2025 Q1	$93.2K	Buy	1,024 +7	+0.7%	+$623	0.03%	92
2024 Q4	$88.9K	Buy	1,017 +14	+1%	+$1.29K	0.03%	87
2024 Q3	$98.4K	Buy	+1,003	New	+$96.7K	0.04%	78

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

Morling Financial Advisors's TLT Position: Q2 2026 in Review

Morling Financial Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1.2% in Q2 2026, buying an estimated $2.15K and bringing the position to 2,175 shares worth $188K. The position accounts for 0.05% of the portfolio, ranked #82.

Morling Financial Advisors first reported a position in TLT in Q3 2024 and has held it in 8 quarters since. The position peaked at $278K in Q4 2025. 1,049 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Morling Financial Advisors held 2,175 shares of iShares 20+ Year Treasury Bond ETF worth $188K as of Q2 2026.
Morling Financial Advisors bought 25 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $2.15K.
iShares 20+ Year Treasury Bond ETF made up 0.05% of Morling Financial Advisors's portfolio in Q2 2026, its #82 holding.
Morling Financial Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Morling Financial Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $278K in Q4 2025.
1,049 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.