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

Mosley 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	$52.1K	Buy	602 +596	+9,933%	+$51.2K	0.02%	247
2026 Q1	$536	Buy	+6	New	+$527	﹤0.01%	438
2024 Q4	$802K	Buy	9,118 +1,643	+22%	+$151K	0.5%	43
2024 Q3	$689K	Buy	7,475 +103	+1%	+$9.93K	0.47%	45
2024 Q2	$677K	Buy	7,372 +350	+5%	+$31.9K	0.58%	35
2024 Q1	$664K	Sell	7,022 -4,556	-39%	-$431K	0.62%	37
2023 Q4	$1.14M	Buy	+11,578	New	+$1.05M	1.13%	20

Other funds holding TLT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Mosley Wealth Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 9,933% in Q2 2026, buying an estimated $51.2K and bringing the position to 602 shares worth $52.1K. The position accounts for 0.02% of the portfolio, ranked #247.

Mosley Wealth Management first reported a position in TLT in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.14M in Q4 2023. 627 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Mosley Wealth Management held 602 shares of iShares 20+ Year Treasury Bond ETF worth $52.1K as of Q2 2026.
Mosley Wealth Management bought 596 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $51.2K.
iShares 20+ Year Treasury Bond ETF made up 0.02% of Mosley Wealth Management's portfolio in Q2 2026, its #247 holding.
Mosley Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 7 quarters since.
Mosley Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $1.14M in Q4 2023.
627 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.