Morris Financial Concepts’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Morris Financial Concepts’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	$3.46K	Hold	40	–	–	﹤0.01%	195
2026 Q1	$3.47K	Hold	40	–	–	﹤0.01%	189
2025 Q4	$3.49K	Hold	40	–	–	﹤0.01%	187
2025 Q3	$3.58K	Hold	40	–	–	﹤0.01%	189
2025 Q2	$3.53K	Hold	40	–	–	﹤0.01%	186
2025 Q1	$3.64K	Hold	40	–	–	﹤0.01%	186
2024 Q4	$3.49K	Hold	40	–	–	﹤0.01%	174
2024 Q3	$3.92K	Hold	40	–	–	﹤0.01%	179
2024 Q2	$3.67K	Hold	40	–	–	﹤0.01%	151
2024 Q1	$3.79K	Hold	40	–	–	﹤0.01%	152
2023 Q4	$3.96K	Hold	40	–	–	﹤0.01%	148
2023 Q3	$3.55K	Hold	40	–	–	﹤0.01%	138
2023 Q2	$4.12K	Buy	+40	New	+$4.15K	﹤0.01%	139

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

Morris Financial Concepts's TLT Position: Q2 2026 in Review

Morris Financial Concepts held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2026 at 40 shares worth $3.46K. The position accounts for ﹤0.01% of the portfolio, ranked #195.

Morris Financial Concepts first reported a position in TLT in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.12K in Q2 2023. 1,049 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Morris Financial Concepts held 40 shares of iShares 20+ Year Treasury Bond ETF worth $3.46K as of Q2 2026.
Morris Financial Concepts left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Morris Financial Concepts's portfolio in Q2 2026, its #195 holding.
Morris Financial Concepts first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
Morris Financial Concepts's iShares 20+ Year Treasury Bond ETF position peaked at $4.12K in Q2 2023.
1,049 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

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